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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 | $17,073 | $43,749-61.0% | $158,223-89.2% | $65,306-73.9% |
| Participation rate | 61.2% | 56.9%+4.3pp | 79.2%-18.0pp | 57.7%+3.5pp |
| Annual return | 16.23% | 19.41%-3.2pp | 52.09%-35.9pp | 21.94%-5.7pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,761 | $2,019-12.8% | $5,467-67.8% | $2,959-40.5% |
| Admin fee / account holder | $1,544 | $1,930-20.0% | $16,047-90.4% | $3,480-55.6% |