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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 | $22,804 | $72,471-68.5% | $94,215-75.8% | $86,983-73.8% |
| Participation rate | 30.8% | 63.9%-33.1pp | 70.0%-39.2pp | 69.5%-38.8pp |
| Annual return | 15.54% | 26.44%-10.9pp | 28.22%-12.7pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,508 | $3,397-55.6% | $4,276-64.7% | $4,194-64.0% |
| Admin fee / account holder | $2,060 | $6,468-68.1% | $10,216-79.8% | $7,856-73.8% |