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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 | $41,836 | $56,544-26.0% | $75,501-44.6% | $70,126-40.3% |
| Participation rate | 37.2% | 68.1%-30.9pp | 72.4%-35.1pp | 69.5%-32.3pp |
| Annual return | 18.85% | 23.59%-4.7pp | 27.35%-8.5pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,060 | $2,580-58.9% | $3,142-66.3% | $3,332-68.2% |
| Admin fee / account holder | $2,620 | $3,827-31.5% | $5,801-54.8% | $4,645-43.6% |