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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 | $30,669 | $124,330-75.3% | $109,173-71.9% | $167,536-81.7% |
| Participation rate | 53.3% | 79.5%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 15.40% | 26.04%-10.6pp | 25.75%-10.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $506 | $4,209-88.0% | $3,723-86.4% | $4,839-89.5% |
| Participant deferral / active EE | $1,963 | $5,256-62.7% | $4,654-57.8% | $6,342-69.1% |
| Admin fee / account holder | $1,428 | $7,974-82.1% | $6,755-78.9% | $12,315-88.4% |