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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 | $25,140 | $126,661-80.2% | $113,397-77.8% | $138,895-81.9% |
| Participation rate | 21.7% | 79.4%-57.7pp | 76.5%-54.8pp | 79.9%-58.2pp |
| Annual return | 29.02% | 25.05%+4.0pp | 23.20%+5.8pp | 145.39%-116.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $894 | $5,693-84.3% | $5,076-82.4% | $6,396-86.0% |
| Admin fee / account holder | $1,622 | $14,549-88.8% | $11,957-86.4% | $12,562-87.1% |