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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 | $16,255 | $81,331-80.0% | $155,534-89.5% | $80,935-79.9% |
| Participation rate | 55.4% | 66.3%-10.8pp | 78.2%-22.8pp | 67.7%-12.2pp |
| Annual return | 17.25% | 33.37%-16.1pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $286 | $3,105-90.8% | $4,675-93.9% | $2,757-89.6% |
| Participant deferral / active EE | $1,434 | $3,454-58.5% | $5,630-74.5% | $4,299-66.6% |
| Admin fee / account holder | $1,167 | $7,999-85.4% | $15,900-92.7% | $6,924-83.2% |