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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 | $88,996-7.6% | $78,004+5.4% | $138,895-40.8% |
| Participation rate | 15.8% | 74.4%-58.6pp | 69.4%-53.7pp | 79.9%-64.1pp |
| Annual return | 14.45% | 28.03%-13.6pp | 31.07%-16.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $117 | $2,917-96.0% | $2,469-95.2% | $4,194-97.2% |
| Participant deferral / active EE | $3,813 | $4,724-19.3% | $4,092-6.8% | $6,396-40.4% |
| Admin fee / account holder | $517 | $8,807-94.1% | $7,578-93.2% | $12,562-95.9% |