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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 | $12,288 | $112,729-89.1% | $98,716-87.6% | $137,256-91.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 13.97% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $33 | $2,725-98.8% | $2,279-98.6% | $4,156-99.2% |
| Participant deferral / active EE | $2,034 | $4,640-56.2% | $4,048-49.7% | $6,407-68.2% |
| Admin fee / account holder | $3,066 | $10,129-69.7% | $8,703-64.8% | $12,270-75.0% |