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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 | $63,051 | $25,014+152.1% | $69,623-9.4% | $80,935-22.1% |
| Participation rate | 20.0% | 64.2%-44.2pp | 66.4%-46.4pp | 67.7%-47.7pp |
| Annual return | 12.63% | 19.08%-6.5pp | 101.23%-88.6pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,609 | $1,840+41.8% | $2,890-9.7% | $4,299-39.3% |
| Admin fee / account holder | $647 | $2,491-74.0% | $4,696-86.2% | $6,924-90.7% |