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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 | $48,781 | $81,487-40.1% | $102,412-52.4% | $80,935-39.7% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.7%-8.4pp |
| Annual return | 11.73% | 25.60%-13.9pp | 24.94%-13.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,133 | $3,103-63.5% | $3,870-70.7% | $2,757-58.9% |
| Participant deferral / active EE | $1,457 | $3,871-62.4% | $5,060-71.2% | $4,299-66.1% |
| Admin fee / account holder | $910 | $6,717-86.5% | $8,388-89.1% | $6,924-86.9% |