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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 | $47,083 | $124,980-62.3% | $108,359-56.5% | $154,746-69.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 13.02% | 45.00%-32.0pp | 36.89%-23.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $386 | $2,851-86.4% | $2,399-83.9% | $4,379-91.2% |
| Participant deferral / active EE | $2,395 | $4,743-49.5% | $4,137-42.1% | $6,730-64.4% |
| Admin fee / account holder | $12,275 | $11,502+6.7% | $9,741+26.0% | $14,365-14.5% |