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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 | $35,591 | $87,834-59.5% | $133,975-73.4% | $62,881-43.4% |
| Participation rate | 38.5% | 83.4%-44.9pp | 87.1%-48.6pp | 69.3%-30.8pp |
| Annual return | 22.31% | 12.05%+10.3pp | 29.29%-7.0pp | 20.14%+2.2pp |
| Employer contribution / active EE | $567 | $3,482-83.7% | $5,211-89.1% | $2,281-75.1% |
| Participant deferral / active EE | $2,714 | $4,812-43.6% | $6,282-56.8% | $3,203-15.3% |
| Admin fee / account holder | $7,578 | $5,372+41.1% | $9,324-18.7% | $4,296+76.4% |