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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 | $76,677 | $88,672-13.5% | $105,223-27.1% | $82,448-7.0% |
| Participation rate | 29.0% | 67.9%-38.9pp | 75.0%-46.0pp | 68.1%-39.0pp |
| Annual return | 18.97% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,079 | $3,048-64.6% | $3,689-70.7% | $2,551-57.7% |
| Participant deferral / active EE | $1,513 | $4,036-62.5% | $5,072-70.2% | $4,139-63.4% |
| Admin fee / account holder | $3,749 | $7,146-47.5% | $8,859-57.7% | $7,234-48.2% |