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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 | $25,776 | $77,638-66.8% | $156,551-83.5% | $62,881-59.0% |
| Participation rate | 54.3% | 71.2%-16.9pp | 84.0%-29.7pp | 69.3%-15.0pp |
| Annual return | 8.40% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $224 | $3,444-93.5% | $5,501-95.9% | $2,281-90.2% |
| Participant deferral / active EE | $1,642 | $3,046-46.1% | $4,871-66.3% | $3,203-48.7% |
| Admin fee / account holder | $3,735 | $5,561-32.8% | $13,028-71.3% | $4,296-13.1% |