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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 | $53,046 | $108,825-51.3% | $156,181-66.0% | $82,448-35.7% |
| Participation rate | 35.5% | 72.4%-36.9pp | 78.8%-43.3pp | 68.1%-32.6pp |
| Annual return | 17.76% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $733 | $2,870-74.4% | $4,294-82.9% | $2,551-71.3% |
| Participant deferral / active EE | $3,124 | $4,577-31.7% | $6,132-49.0% | $4,139-24.5% |
| Admin fee / account holder | $3,749 | $9,341-59.9% | $14,586-74.3% | $7,234-48.2% |