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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 | $37,054 | $77,788-52.4% | $119,126-68.9% | $64,728-42.8% |
| Participation rate | 15.2% | 69.4%-54.2pp | 75.8%-60.5pp | 57.9%-42.7pp |
| Annual return | 18.22% | 13.19%+5.0pp | 282.11%-263.9pp | 49.38%-31.2pp |
| Employer contribution / active EE | $360 | $4,031-91.1% | $4,034-91.1% | $2,243-84.0% |
| Participant deferral / active EE | $1,156 | $2,599-55.5% | $5,318-78.3% | $2,729-57.6% |
| Admin fee / account holder | $1,541 | $1,365+12.9% | $10,693-85.6% | $1,145+34.6% |