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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 | $82,199 | $87,166-5.7% | $76,735+7.1% | $137,256-40.1% |
| Participation rate | 15.8% | 74.4%-58.6pp | 69.5%-53.7pp | 80.0%-64.2pp |
| Annual return | 14.45% | 26.50%-12.1pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $117 | $2,904-96.0% | $2,454-95.2% | $4,156-97.2% |
| Participant deferral / active EE | $3,813 | $4,726-19.3% | $4,088-6.7% | $6,407-40.5% |
| Admin fee / account holder | $517 | $8,403-93.8% | $7,189-92.8% | $12,270-95.8% |