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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 | $15,489 | $58,099-73.3% | $76,872-79.9% | $75,173-79.4% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.6%-36.3pp | 67.2%-33.9pp |
| Annual return | 18.25% | 26.71%-8.5pp | 37.90%-19.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $290 | $1,996-85.5% | $2,533-88.5% | $2,671-89.1% |
| Participant deferral / active EE | $1,873 | $2,999-37.6% | $3,832-51.1% | $4,126-54.6% |
| Admin fee / account holder | $867 | $4,778-81.8% | $5,476-84.2% | $5,651-84.7% |