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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 | $21,596 | $211,224-89.8% | $178,505-87.9% | $145,897-85.2% |
| Participation rate | 45.8% | 80.8%-35.0pp | 77.1%-31.3pp | 80.3%-34.5pp |
| Annual return | 13.07% | 30.28%-17.2pp | 27.16%-14.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $200 | $4,577-95.6% | $3,955-95.0% | $4,663-95.7% |
| Participant deferral / active EE | $3,743 | $6,966-46.3% | $6,280-40.4% | $6,689-44.0% |
| Admin fee / account holder | $7,739 | $12,109-36.1% | $10,428-25.8% | $13,390-42.2% |