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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,380 | $81,331+132.8% | $155,534+21.8% | $80,935+134.0% |
| Participation rate | 37.0% | 66.3%-29.2pp | 78.2%-41.2pp | 67.7%-30.6pp |
| Annual return | 14.94% | 33.37%-18.4pp | 64.92%-50.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $679 | $3,105-78.1% | $4,675-85.5% | $2,757-75.4% |
| Participant deferral / active EE | $679 | $3,454-80.3% | $5,630-87.9% | $4,299-84.2% |
| Admin fee / account holder | $1,206 | $7,999-84.9% | $15,900-92.4% | $6,924-82.6% |