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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 | $29,266 | $63,764-54.1% | $81,926-64.3% | $79,858-63.4% |
| Participation rate | 46.8% | 67.5%-20.7pp | 72.0%-25.2pp | 69.6%-22.8pp |
| Annual return | 10.63% | 22.66%-12.0pp | 29.49%-18.9pp | 31.72%-21.1pp |
| Employer contribution / active EE | $119 | $1,795-93.4% | $4,310-97.2% | $2,471-95.2% |
| Participant deferral / active EE | $1,078 | $2,780-61.2% | $7,108-84.8% | $3,740-71.2% |
| Admin fee / account holder | $3,399 | $4,426-23.2% | $5,159-34.1% | $5,306-35.9% |