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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 | $33,998 | $57,061-40.4% | $85,063-60.0% | $80,911-58.0% |
| Participation rate | 13.0% | 56.3%-43.3pp | 67.5%-54.5pp | 67.6%-54.6pp |
| Annual return | 11.91% | 21.66%-9.8pp | 66.54%-54.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $232 | $1,799-87.1% | $2,727-91.5% | $2,756-91.6% |
| Participant deferral / active EE | $815 | $3,110-73.8% | $4,523-82.0% | $4,297-81.0% |
| Admin fee / account holder | $629 | $4,986-87.4% | $6,155-89.8% | $6,935-90.9% |