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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 | $27,163 | $81,331-66.6% | $155,534-82.5% | $80,935-66.4% |
| Participation rate | 65.5% | 66.3%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 17.55% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,391 | $3,454-1.8% | $5,630-39.8% | $4,299-21.1% |
| Admin fee / account holder | $17,981 | $7,999+124.8% | $15,900+13.1% | $6,924+159.7% |