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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 | $24,862 | $52,678-52.8% | $75,784-67.2% | $59,633-58.3% |
| Participation rate | 40.8% | 67.2%-26.4pp | 75.8%-35.0pp | 68.7%-27.8pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $303 | $2,193-86.2% | $3,323-90.9% | $2,203-86.3% |
| Participant deferral / active EE | $1,211 | $2,591-53.3% | $3,652-66.8% | $3,192-62.1% |
| Admin fee / account holder | $983 | $3,610-72.8% | $5,300-81.5% | $4,297-77.1% |