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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $24,874 | $81,476-69.5% | $102,383-75.7% | $80,925-69.3% |
| Participation rate | 62.2% | 66.8%-4.7pp | 74.5%-12.3pp | 67.7%-5.5pp |
| Annual return | 11.70% | 25.59%-13.9pp | 24.94%-13.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $792 | $3,105-74.5% | $3,870-79.5% | $2,756-71.3% |
| Participant deferral / active EE | $3,995 | $3,871+3.2% | $5,060-21.0% | $4,299-7.1% |
| Admin fee / account holder | $3,734 | $6,717-44.4% | $8,391-55.5% | $6,940-46.2% |