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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 | $32,134 | $94,031-65.8% | $115,768-72.2% | $82,448-61.0% |
| Participation rate | 40.5% | 70.4%-29.9pp | 74.4%-33.9pp | 68.1%-27.6pp |
| Annual return | 17.32% | 20.61%-3.3pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,115 | $2,323-52.0% | $2,940-62.1% | $2,551-56.3% |
| Participant deferral / active EE | $1,506 | $3,972-62.1% | $4,917-69.4% | $4,139-63.6% |
| Admin fee / account holder | $1,333 | $10,249-87.0% | $12,439-89.3% | $7,234-81.6% |