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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 | $42,299 | $91,559-53.8% | $133,978-68.4% | $79,856-47.0% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.6%-11.7pp |
| Annual return | 18.21% | 61.85%-43.6pp | 45.10%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $523 | $2,384-78.0% | $3,919-86.6% | $2,471-78.8% |
| Participant deferral / active EE | $2,909 | $3,734-22.1% | $5,047-42.4% | $3,741-22.2% |
| Admin fee / account holder | $547 | $6,321-91.4% | $8,930-93.9% | $5,306-89.7% |