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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 | $122,627 | $174,379-29.7% | $152,093-19.4% | $138,895-11.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.02% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,418 | $6,159-77.0% | $5,451-74.0% | $6,396-77.8% |
| Admin fee / account holder | $1,464 | $16,880-91.3% | $14,497-89.9% | $12,562-88.3% |