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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 | $11,107 | $57,061-80.5% | $85,063-86.9% | $80,911-86.3% |
| Participation rate | 12.7% | 56.3%-43.6pp | 67.5%-54.8pp | 67.6%-54.9pp |
| Annual return | 18.09% | 21.66%-3.6pp | 66.54%-48.5pp | 35.63%-17.5pp |
| Employer contribution / active EE | $458 | $1,799-74.5% | $2,727-83.2% | $2,756-83.4% |
| Participant deferral / active EE | $541 | $3,110-82.6% | $4,523-88.0% | $4,297-87.4% |
| Admin fee / account holder | $1,102 | $4,986-77.9% | $6,155-82.1% | $6,935-84.1% |