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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 | $60,920 | $106,524-42.8% | $152,301-60.0% | $87,485-30.4% |
| Participation rate | 40.2% | 75.8%-35.5pp | 82.4%-42.2pp | 68.9%-28.7pp |
| Annual return | 23.41% | 26.89%-3.5pp | 80.50%-57.1pp | 26.06%-2.7pp |
| Employer contribution / active EE | $30 | $3,371-99.1% | $4,624-99.4% | $2,596-98.8% |
| Participant deferral / active EE | $3,779 | $6,525-42.1% | $8,004-52.8% | $4,274-11.6% |
| Admin fee / account holder | $820 | $8,287-90.1% | $14,398-94.3% | $7,775-89.5% |