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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 | $54,519 | $106,905-49.0% | $84,020-35.1% | $152,885-64.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 23.07% | 105.00%-81.9pp | 71.31%-48.2pp | 345.39%-322.3pp |
| Employer contribution / active EE | $268 | $2,735-90.2% | $1,984-86.5% | $4,763-94.4% |
| Participant deferral / active EE | $1,402 | $4,012-65.0% | $3,239-56.7% | $5,851-76.0% |
| Admin fee / account holder | $708 | $8,287-91.5% | $6,101-88.4% | $11,598-93.9% |