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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 | $26,757 | $58,057-53.9% | $97,032-72.4% | $86,983-69.2% |
| Participation rate | 36.4% | 60.4%-24.0pp | 71.6%-35.2pp | 69.5%-33.2pp |
| Annual return | 19.07% | 22.26%-3.2pp | 35.38%-16.3pp | 25.83%-6.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,666 | $3,244-17.8% | $4,672-42.9% | $4,194-36.4% |
| Admin fee / account holder | $896 | $4,839-81.5% | $9,418-90.5% | $7,856-88.6% |