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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 | $14,811 | $85,024-82.6% | $70,544-79.0% | $139,466-89.4% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.4%-27.2pp | 80.3%-39.2pp |
| Annual return | 23.87% | 30.39%-6.5pp | 32.79%-8.9pp | 373.66%-349.8pp |
| Employer contribution / active EE | $634 | $3,912-83.8% | $2,976-78.7% | $4,754-86.7% |
| Participant deferral / active EE | $953 | $5,891-83.8% | $4,568-79.1% | $6,712-85.8% |
| Admin fee / account holder | $18,757 | $8,928+110.1% | $6,427+191.8% | $11,409+64.4% |