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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 | $27,387 | $56,110-51.2% | $94,993-71.2% | $70,126-60.9% |
| Participation rate | 52.6% | 65.0%-12.4pp | 73.9%-21.3pp | 69.5%-16.9pp |
| Annual return | 21.47% | 51.02%-29.6pp | 27.14%-5.7pp | 73.15%-51.7pp |
| Employer contribution / active EE | $138 | $1,442-90.4% | $2,603-94.7% | $2,343-94.1% |
| Participant deferral / active EE | $1,579 | $2,391-34.0% | $3,317-52.4% | $3,332-52.6% |
| Admin fee / account holder | $330 | $3,456-90.5% | $4,960-93.4% | $4,645-92.9% |