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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 | $22,813 | $45,343-49.7% | $150,298-84.8% | $67,986-66.4% |
| Participation rate | 36.6% | 51.9%-15.3pp | 77.8%-41.2pp | 57.2%-20.6pp |
| Annual return | 27.38% | 33.28%-5.9pp | 62.79%-35.4pp | 31.67%-4.3pp |
| Employer contribution / active EE | $172 | $1,462-88.2% | $4,154-95.9% | $2,019-91.5% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,352 | $2,250-39.9% | $14,116-90.4% | $3,203-57.8% |