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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 | $22,179 | $63,433-65.0% | $63,803-65.2% | $64,097-65.4% |
| Participation rate | 39.6% | 65.0%-25.5pp | 72.7%-33.2pp | 55.2%-15.6pp |
| Annual return | 15.96% | 20.74%-4.8pp | 543.72%-527.8pp | 34.64%-18.7pp |
| Employer contribution / active EE | $508 | $2,332-78.2% | $2,532-80.0% | $1,891-73.2% |
| Participant deferral / active EE | $1,097 | $3,119-64.8% | $3,843-71.5% | $3,080-64.4% |
| Admin fee / account holder | $886 | $1,489-40.5% | $5,196-83.0% | $3,454-74.4% |