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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 | $35,994 | $57,061-36.9% | $85,063-57.7% | $80,911-55.5% |
| Participation rate | 30.8% | 56.3%-25.6pp | 67.5%-36.7pp | 67.6%-36.9pp |
| Annual return | 11.42% | 21.66%-10.2pp | 66.54%-55.1pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,115 | $3,110-64.2% | $4,523-75.3% | $4,297-74.1% |
| Admin fee / account holder | $4,150 | $4,986-16.8% | $6,155-32.6% | $6,935-40.2% |