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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 | $35,358 | $64,359-45.1% | $90,161-60.8% | $70,126-49.6% |
| Participation rate | 42.7% | 70.4%-27.8pp | 76.9%-34.2pp | 69.5%-26.9pp |
| Annual return | 24.93% | 28.13%-3.2pp | 34.89%-10.0pp | 73.15%-48.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,927 | $4,389-33.3% | $5,287-44.6% | $3,332-12.1% |
| Admin fee / account holder | $1,074 | $3,945-72.8% | $5,943-81.9% | $4,645-76.9% |