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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 | $35,503 | $79,045-55.1% | $100,378-64.6% | $74,429-52.3% |
| Participation rate | 35.8% | 79.4%-43.6pp | 81.5%-45.7pp | 67.2%-31.4pp |
| Annual return | 20.54% | 20.61%-0.1pp | 49.41%-28.9pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $1,258 | $3,015-58.3% | $3,942-68.1% | $2,625-52.1% |
| Participant deferral / active EE | $3,566 | $7,751-54.0% | $8,087-55.9% | $4,348-18.0% |
| Admin fee / account holder | $812 | $1,335-39.2% | $7,899-89.7% | $1,944-58.2% |