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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 | $13,439 | $81,331-83.5% | $155,534-91.4% | $80,935-83.4% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 11.40% | 33.37%-22.0pp | 64.92%-53.5pp | 35.66%-24.3pp |
| Employer contribution / active EE | $3 | $3,105-99.9% | $4,675-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $1,072 | $3,454-69.0% | $5,630-81.0% | $4,299-75.1% |
| Admin fee / account holder | $1,012 | $7,999-87.4% | $15,900-93.6% | $6,924-85.4% |