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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 | $30,965 | $67,602-54.2% | $82,312-62.4% | $70,126-55.8% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 16.10% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $287 | $1,755-83.6% | $2,428-88.2% | $2,343-87.7% |
| Participant deferral / active EE | $1,471 | $2,987-50.8% | $3,706-60.3% | $3,332-55.8% |
| Admin fee / account holder | $1,967 | $4,512-56.4% | $5,608-64.9% | $4,645-57.7% |