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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 | $32,216 | $104,251-69.1% | $91,004-64.6% | $147,586-78.2% |
| Participation rate | 65.0% | 78.2%-13.2pp | 75.6%-10.6pp | 82.8%-17.8pp |
| Annual return | 15.74% | 27.06%-11.3pp | 4.60%+11.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $188 | $3,116-94.0% | $2,456-92.3% | $4,876-96.1% |
| Participant deferral / active EE | $1,550 | $4,195-63.0% | $3,548-56.3% | $5,439-71.5% |
| Admin fee / account holder | $2,521 | $8,948-71.8% | $5,417-53.5% | $10,886-76.8% |