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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 | $33,401 | $153,311-78.2% | $109,313-69.4% | $273,972-87.8% |
| Participation rate | 39.1% | 80.1%-41.0pp | 71.3%-32.1pp | 83.0%-43.9pp |
| Annual return | 4.88% | 29.86%-25.0pp | 22.07%-17.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $747 | $3,932-81.0% | $3,166-76.4% | $5,287-85.9% |
| Admin fee / account holder | $469 | $8,076-94.2% | $5,666-91.7% | $10,133-95.4% |