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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 | $18,320 | $154,228-88.1% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 56.5% | 83.8%-27.3pp | 82.1%-25.6pp | 80.0%-23.4pp |
| Annual return | 24.51% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,293 | $4,804-73.1% | $4,554-71.6% | $4,156-68.9% |
| Participant deferral / active EE | $2,216 | $8,216-73.0% | $7,897-71.9% | $6,407-65.4% |
| Admin fee / account holder | $1,171 | $14,344-91.8% | $13,129-91.1% | $12,270-90.5% |