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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 | $35,278 | $97,648-63.9% | $121,663-71.0% | $87,485-59.7% |
| Participation rate | 11.5% | 70.5%-59.0pp | 74.5%-63.0pp | 68.9%-57.5pp |
| Annual return | 19.72% | 18.03%+1.7pp | 147.54%-127.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $883 | $3,923-77.5% | $4,887-81.9% | $4,274-79.3% |
| Admin fee / account holder | $3,307 | $11,100-70.2% | $14,289-76.9% | $7,775-57.5% |