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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 | $17,978 | $57,119-68.5% | $85,187-78.9% | $80,935-77.8% |
| Participation rate | 54.7% | 56.4%-1.7pp | 67.5%-12.8pp | 67.7%-12.9pp |
| Annual return | 11.29% | 21.70%-10.4pp | 66.67%-55.4pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,167 | $3,115+1.7% | $4,525-30.0% | $4,299-26.3% |
| Admin fee / account holder | $919 | $4,990-81.6% | $6,162-85.1% | $6,924-86.7% |