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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 | $34,914 | $86,949-59.8% | $102,460-65.9% | $80,959-56.9% |
| Participation rate | 53.3% | 72.4%-19.1pp | 76.5%-23.2pp | 67.7%-14.3pp |
| Annual return | 12.23% | 18.89%-6.7pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $969 | $2,370-59.1% | $3,025-68.0% | $2,757-64.9% |
| Participant deferral / active EE | $1,520 | $4,121-63.1% | $5,056-69.9% | $4,300-64.7% |
| Admin fee / account holder | $1,265 | $8,048-84.3% | $9,460-86.6% | $6,925-81.7% |