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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 | $15,095 | $45,626-66.9% | $94,105-84.0% | $64,097-76.5% |
| Participation rate | 16.3% | 48.0%-31.7pp | 71.9%-55.6pp | 55.2%-38.9pp |
| Annual return | 15.94% | 28.23%-12.3pp | 204.55%-188.6pp | 34.64%-18.7pp |
| Employer contribution / active EE | $155 | $1,171-86.7% | $2,504-93.8% | $1,891-91.8% |
| Participant deferral / active EE | $507 | $2,128-76.2% | $3,881-86.9% | $3,080-83.5% |
| Admin fee / account holder | $1,673 | $2,872-41.8% | $6,199-73.0% | $3,454-51.6% |