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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 | $23,955 | $64,734-63.0% | $90,796-73.6% | $64,097-62.6% |
| Participation rate | 14.8% | 53.2%-38.4pp | 69.5%-54.7pp | 55.2%-40.4pp |
| Annual return | 17.11% | 17.77%-0.7pp | 19.29%-2.2pp | 34.64%-17.5pp |
| Employer contribution / active EE | $141 | $1,703-91.7% | $2,294-93.9% | $1,891-92.6% |
| Participant deferral / active EE | $1,008 | $2,629-61.7% | $3,822-73.6% | $3,080-67.3% |
| Admin fee / account holder | $608 | $3,474-82.5% | $7,024-91.3% | $3,454-82.4% |