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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 | $24,477 | $77,908-68.6% | $149,696-83.6% | $75,173-67.4% |
| Participation rate | 36.7% | 65.6%-28.9pp | 78.8%-42.1pp | 67.2%-30.5pp |
| Annual return | 14.29% | 31.73%-17.4pp | 134.46%-120.2pp | 160.72%-146.4pp |
| Employer contribution / active EE | $243 | $3,138-92.3% | $4,821-95.0% | $2,671-90.9% |
| Participant deferral / active EE | $958 | $3,411-71.9% | $5,682-83.1% | $4,126-76.8% |
| Admin fee / account holder | $1,584 | $5,950-73.4% | $13,212-88.0% | $5,651-72.0% |