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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 | $25,431 | $78,670-67.7% | $109,173-76.7% | $85,847-70.4% |
| Participation rate | 68.1% | 68.3%-0.2pp | 75.9%-7.8pp | 69.3%-1.2pp |
| Annual return | 12.77% | 25.09%-12.3pp | 25.75%-13.0pp | 318.61%-305.8pp |
| Employer contribution / active EE | $419 | $2,734-84.7% | $3,723-88.8% | $2,565-83.7% |
| Participant deferral / active EE | $2,095 | $3,467-39.6% | $4,654-55.0% | $3,952-47.0% |
| Admin fee / account holder | $7,244 | $5,469+32.4% | $6,755+7.2% | $6,261+15.7% |