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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 | $24,018 | $88,672-72.9% | $105,223-77.2% | $82,448-70.9% |
| Participation rate | 67.5% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.6pp |
| Annual return | 15.94% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,189 | $3,048-61.0% | $3,689-67.8% | $2,551-53.4% |
| Participant deferral / active EE | $1,553 | $4,036-61.5% | $5,072-69.4% | $4,139-62.5% |
| Admin fee / account holder | $3,171 | $7,146-55.6% | $8,859-64.2% | $7,234-56.2% |