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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 | $38,286 | $102,609-62.7% | $98,090-61.0% | $138,895-72.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 19.19% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $892 | $3,867-76.9% | $3,606-75.3% | $4,194-78.7% |
| Participant deferral / active EE | $1,492 | $8,167-81.7% | $7,845-81.0% | $6,396-76.7% |
| Admin fee / account holder | $401 | $11,434-96.5% | $11,815-96.6% | $12,562-96.8% |