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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 | $52,796 | $106,749-50.5% | $145,433-63.7% | $82,448-36.0% |
| Participation rate | 23.3% | 75.6%-52.3pp | 82.1%-58.8pp | 68.1%-44.7pp |
| Annual return | 21.45% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,319 | $6,519-49.1% | $7,897-58.0% | $4,139-19.8% |
| Admin fee / account holder | $311 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |