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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 | $83,647 | $59,440+40.7% | $78,004+7.2% | $82,637+1.2% |
| Participation rate | 25.6% | 62.8%-37.2pp | 69.4%-43.8pp | 68.1%-42.4pp |
| Annual return | 16.71% | 40.24%-23.5pp | 31.07%-14.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $99 | $1,750-94.3% | $2,469-96.0% | $2,552-96.1% |
| Participant deferral / active EE | $1,115 | $3,138-64.5% | $4,092-72.8% | $4,126-73.0% |
| Admin fee / account holder | $3,138 | $5,504-43.0% | $7,578-58.6% | $7,339-57.2% |