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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 | $35,071 | $68,880-49.1% | $120,580-70.9% | $80,959-56.7% |
| Participation rate | 24.5% | 61.7%-37.2pp | 72.0%-47.5pp | 67.7%-43.2pp |
| Annual return | 11.19% | 23.68%-12.5pp | 107.48%-96.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $273 | $2,066-86.8% | $3,469-92.1% | $2,757-90.1% |
| Participant deferral / active EE | $1,667 | $3,191-47.8% | $4,995-66.6% | $4,300-61.2% |
| Admin fee / account holder | $2,588 | $5,785-55.3% | $9,418-72.5% | $6,925-62.6% |