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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 | $17,537 | $37,446-53.2% | $77,513-77.4% | $79,852-78.0% |
| Participation rate | 45.1% | 41.5%+3.6pp | 54.2%-9.1pp | 69.6%-24.5pp |
| Annual return | 12.73% | 39.76%-27.0pp | 54.81%-42.1pp | 31.72%-19.0pp |
| Employer contribution / active EE | $82 | $637-87.1% | $987-91.6% | $2,471-96.7% |
| Participant deferral / active EE | $1,091 | $1,261-13.5% | $1,861-41.4% | $3,740-70.8% |
| Admin fee / account holder | $804 | $2,506-67.9% | $2,859-71.9% | $5,306-84.9% |