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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 | $53,969 | $67,594-20.2% | $77,361-30.2% | $69,733-22.6% |
| Participation rate | 45.2% | 71.7%-26.5pp | 75.0%-29.8pp | 62.5%-17.2pp |
| Annual return | 11.51% | 19.20%-7.7pp | 1011.54%-1000.0pp | 15.22%-3.7pp |
| Employer contribution / active EE | $635 | $2,649-76.0% | $2,990-78.8% | $2,250-71.8% |
| Participant deferral / active EE | $1,510 | $3,401-55.6% | $3,911-61.4% | $3,054-50.6% |
| Admin fee / account holder | $7,309 | $1,159+530.4% | $5,894+24.0% | $3,102+135.6% |