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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 | $56,000 | $78,707-28.9% | $117,861-52.5% | $70,126-20.1% |
| Participation rate | 49.2% | 73.2%-24.0pp | 79.7%-30.4pp | 69.5%-20.3pp |
| Annual return | 22.02% | 23.30%-1.3pp | 335.11%-313.1pp | 73.15%-51.1pp |
| Employer contribution / active EE | $316 | $2,223-85.8% | $3,786-91.6% | $2,343-86.5% |
| Participant deferral / active EE | $1,494 | $3,297-54.7% | $4,482-66.7% | $3,332-55.2% |
| Admin fee / account holder | $682 | $5,066-86.5% | $8,021-91.5% | $4,645-85.3% |