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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 | $14,423 | $54,757-73.7% | $90,304-84.0% | $72,975-80.2% |
| Participation rate | 30.6% | 65.2%-34.6pp | 73.3%-42.7pp | 69.5%-38.9pp |
| Annual return | 27.94% | 30.63%-2.7pp | 78.13%-50.2pp | 81.01%-53.1pp |
| Employer contribution / active EE | $120 | $2,093-94.3% | $2,855-95.8% | $2,440-95.1% |
| Participant deferral / active EE | $1,396 | $2,887-51.6% | $3,885-64.1% | $3,608-61.3% |
| Admin fee / account holder | $2,273 | $3,973-42.8% | $5,354-57.6% | $5,124-55.6% |