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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 | $36,971 | $60,349-38.7% | $74,184-50.2% | $62,881-41.2% |
| Participation rate | 54.5% | 72.7%-18.2pp | 76.6%-22.1pp | 69.3%-14.8pp |
| Annual return | 10.87% | 21.38%-10.5pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,431 | $2,856+55.1% | $3,550+24.8% | $3,203+38.3% |
| Admin fee / account holder | $770 | $4,261-81.9% | $5,586-86.2% | $4,296-82.1% |