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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 | $15,961 | $77,908-79.5% | $149,696-89.3% | $75,173-78.8% |
| Participation rate | 67.4% | 65.6%+1.8pp | 78.8%-11.4pp | 67.2%+0.2pp |
| Annual return | 15.75% | 31.73%-16.0pp | 134.46%-118.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,749 | $3,411-48.7% | $5,682-69.2% | $4,126-57.6% |
| Admin fee / account holder | $465 | $5,950-92.2% | $13,212-96.5% | $5,651-91.8% |