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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 | $8,394 | $97,125-91.4% | $86,233-90.3% | $137,256-93.9% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 15.67% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $480 | $2,841-83.1% | $2,504-80.9% | $4,156-88.5% |
| Participant deferral / active EE | $742 | $5,180-85.7% | $4,559-83.7% | $6,407-88.4% |
| Admin fee / account holder | $371 | $9,725-96.2% | $8,342-95.6% | $12,270-97.0% |