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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 | $10,949 | $51,638-78.8% | $68,368-84.0% | $82,448-86.7% |
| Participation rate | 37.0% | 63.6%-26.7pp | 73.8%-36.8pp | 68.1%-31.1pp |
| Annual return | 16.61% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $84 | $2,047-95.9% | $2,649-96.8% | $2,551-96.7% |
| Participant deferral / active EE | $841 | $2,914-71.1% | $4,123-79.6% | $4,139-79.7% |
| Admin fee / account holder | $2,178 | $4,643-53.1% | $5,150-57.7% | $7,234-69.9% |