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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 | $103,078 | $118,467-13.0% | $98,450+4.7% | $139,456-26.1% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 14.04% | 18.95%-4.9pp | 21.16%-7.1pp | 373.45%-359.4pp |
| Employer contribution / active EE | $588 | $3,611-83.7% | $3,049-80.7% | $4,753-87.6% |
| Participant deferral / active EE | $2,858 | $5,393-47.0% | $4,739-39.7% | $6,711-57.4% |
| Admin fee / account holder | $4,066 | $14,057-71.1% | $8,961-54.6% | $11,407-64.4% |