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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 | $22,023 | $87,542-74.8% | $75,782-70.9% | $125,393-82.4% |
| Participation rate | 14.3% | 80.2%-65.9pp | 75.8%-61.5pp | 83.2%-68.9pp |
| Annual return | 6.50% | 13.48%-7.0pp | 9.68%-3.2pp | 282.23%-275.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,152 | $4,229-72.8% | $3,652-68.5% | $5,351-78.5% |
| Admin fee / account holder | $12,819 | $6,502+97.1% | $5,300+141.9% | $9,541+34.4% |