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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 | $36,600 | $52,279-30.0% | $89,414-59.1% | $79,852-54.2% |
| Participation rate | 56.6% | 57.5%-0.9pp | 68.0%-11.4pp | 69.6%-13.0pp |
| Annual return | 15.63% | 22.16%-6.5pp | 245.50%-229.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $152 | $1,572-90.3% | $2,586-94.1% | $2,471-93.8% |
| Participant deferral / active EE | $2,741 | $2,7400% | $3,890-29.5% | $3,740-26.7% |
| Admin fee / account holder | $1,136 | $3,356-66.2% | $4,883-76.7% | $5,306-78.6% |