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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 | $22,107 | $63,703-65.3% | $93,063-76.2% | $82,448-73.2% |
| Participation rate | 11.6% | 63.8%-52.2pp | 72.1%-60.5pp | 68.1%-56.4pp |
| Annual return | 26.17% | -775.43%+801.6pp | 34.15%-8.0pp | 41.64%-15.5pp |
| Employer contribution / active EE | $348 | $1,729-79.9% | $2,476-86.0% | $2,551-86.4% |
| Participant deferral / active EE | $665 | $2,919-77.2% | $3,958-83.2% | $4,139-83.9% |
| Admin fee / account holder | $2,473 | $5,982-58.7% | $6,033-59.0% | $7,234-65.8% |