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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 | $42,892 | $81,276-47.2% | $155,574-72.4% | $80,925-47.0% |
| Participation rate | 51.6% | 66.2%-14.7pp | 78.2%-26.6pp | 67.7%-16.1pp |
| Annual return | 15.33% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $159 | $3,103-94.9% | $4,676-96.6% | $2,756-94.2% |
| Participant deferral / active EE | $2,741 | $3,453-20.6% | $5,629-51.3% | $4,299-36.2% |
| Admin fee / account holder | $1,431 | $7,993-82.1% | $15,914-91.0% | $6,940-79.4% |