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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 | $11,618 | $77,920-85.1% | $149,723-92.2% | $75,177-84.5% |
| Participation rate | 47.4% | 65.6%-18.2pp | 78.8%-31.4pp | 67.2%-19.8pp |
| Annual return | 18.73% | 31.72%-13.0pp | 134.50%-115.8pp | 160.75%-142.0pp |
| Employer contribution / active EE | $194 | $3,138-93.8% | $4,821-96.0% | $2,671-92.7% |
| Participant deferral / active EE | $920 | $3,411-73.0% | $5,682-83.8% | $4,126-77.7% |
| Admin fee / account holder | $482 | $5,951-91.9% | $13,215-96.3% | $5,651-91.5% |