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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 | $15,059 | $48,327-68.8% | $67,575-77.7% | $80,935-81.4% |
| Participation rate | 61.9% | 66.4%-4.5pp | 72.9%-11.0pp | 67.7%-5.8pp |
| Annual return | 11.90% | 18.31%-6.4pp | 3528.98%-3517.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $357 | $2,022-82.4% | $2,736-87.0% | $2,757-87.1% |
| Participant deferral / active EE | $1,646 | $2,927-43.8% | $4,003-58.9% | $4,299-61.7% |
| Admin fee / account holder | $1,771 | $3,692-52.0% | $3,993-55.6% | $6,924-74.4% |