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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 | $36,771 | $48,078-23.5% | $78,676-53.3% | $62,881-41.5% |
| Participation rate | 51.4% | 65.2%-13.8pp | 73.6%-22.1pp | 69.3%-17.9pp |
| Annual return | 10.47% | 31.36%-20.9pp | 62.19%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,152 | $2,587+60.5% | $3,517+18.1% | $3,203+29.6% |
| Admin fee / account holder | $397 | $3,206-87.6% | $4,510-91.2% | $4,296-90.7% |