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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 | $27,033 | $84,236-67.9% | $170,435-84.1% | $70,126-61.5% |
| Participation rate | 42.2% | 70.8%-28.6pp | 83.6%-41.4pp | 69.5%-27.3pp |
| Annual return | 13.82% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $221 | $3,387-93.5% | $5,432-95.9% | $2,343-90.6% |
| Participant deferral / active EE | $1,298 | $3,086-57.9% | $4,939-73.7% | $3,332-61.0% |
| Admin fee / account holder | $5,769 | $5,698+1.2% | $13,881-58.4% | $4,645+24.2% |