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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 | $33,211 | $65,364-49.2% | $92,909-64.3% | $72,975-54.5% |
| Participation rate | 24.4% | 68.3%-43.9pp | 76.0%-51.6pp | 69.5%-45.1pp |
| Annual return | 20.41% | 42.11%-21.7pp | 109.44%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $559 | $2,594-78.5% | $3,653-84.7% | $2,440-77.1% |
| Participant deferral / active EE | $1,542 | $3,128-50.7% | $4,238-63.6% | $3,608-57.3% |
| Admin fee / account holder | $970 | $4,251-77.2% | $5,795-83.3% | $5,124-81.1% |