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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 | $26,070 | $88,672-70.6% | $105,223-75.2% | $82,448-68.4% |
| Participation rate | 37.2% | 67.9%-30.7pp | 75.0%-37.8pp | 68.1%-30.9pp |
| Annual return | 23.84% | 30.86%-7.0pp | 180.65%-156.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $744 | $3,048-75.6% | $3,689-79.8% | $2,551-70.8% |
| Participant deferral / active EE | $1,980 | $4,036-50.9% | $5,072-61.0% | $4,139-52.2% |
| Admin fee / account holder | $2,019 | $7,146-71.7% | $8,859-77.2% | $7,234-72.1% |