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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 | $15,091 | $64,462-76.6% | $81,482-81.5% | $80,911-81.3% |
| Participation rate | 47.2% | 63.9%-16.7pp | 69.5%-22.3pp | 67.6%-20.5pp |
| Annual return | 13.27% | 16.35%-3.1pp | 24.79%-11.5pp | 35.63%-22.4pp |
| Employer contribution / active EE | $223 | $1,979-88.7% | $2,463-90.9% | $2,756-91.9% |
| Participant deferral / active EE | $2,296 | $3,094-25.8% | $3,885-40.9% | $4,297-46.6% |
| Admin fee / account holder | $1,196 | $5,678-78.9% | $5,761-79.2% | $6,935-82.8% |