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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 | $231,067 | $81,457+183.7% | $103,378+123.5% | $80,911+185.6% |
| Participation rate | 19.7% | 66.8%-47.1pp | 74.5%-54.8pp | 67.6%-47.9pp |
| Annual return | 14.31% | 25.58%-11.3pp | 24.91%-10.6pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,151 | $3,107-62.9% | $3,870-70.3% | $2,756-58.2% |
| Participant deferral / active EE | $1,198 | $3,871-69.1% | $5,058-76.3% | $4,297-72.1% |
| Admin fee / account holder | $4,043 | $6,717-39.8% | $8,401-51.9% | $6,935-41.7% |