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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 | $31,853 | $57,350-44.5% | $83,850-62.0% | $64,181-50.4% |
| Participation rate | 45.8% | 68.6%-22.8pp | 76.1%-30.3pp | 69.6%-23.7pp |
| Annual return | 6.13% | 11.38%-5.3pp | 850.92%-844.8pp | 7.63%-1.5pp |
| Employer contribution / active EE | $150 | $2,545-94.1% | $3,631-95.9% | $2,381-93.7% |
| Participant deferral / active EE | $1,261 | $2,993-57.9% | $4,082-69.1% | $3,470-63.7% |
| Admin fee / account holder | $2,669 | $4,046-34.0% | $5,478-51.3% | $4,887-45.4% |