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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 | $55,276 | $46,534+18.8% | $64,097-13.8% | $75,177-26.5% |
| Participation rate | 27.1% | 65.9%-38.9pp | 72.3%-45.3pp | 67.2%-40.1pp |
| Annual return | 17.98% | 26.07%-8.1pp | 33.75%-15.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $159 | $1,976-92.0% | $2,750-94.2% | $2,671-94.1% |
| Participant deferral / active EE | $1,394 | $2,835-50.8% | $3,881-64.1% | $4,126-66.2% |
| Admin fee / account holder | $1,760 | $2,957-40.5% | $3,070-42.7% | $5,651-68.9% |