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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 | $15,434 | $37,422-58.8% | $92,985-83.4% | $64,728-76.2% |
| Participation rate | 8.3% | 40.1%-31.8pp | 69.5%-61.2pp | 57.9%-49.6pp |
| Annual return | 16.06% | 20.66%-4.6pp | 27.99%-11.9pp | 49.38%-33.3pp |
| Employer contribution / active EE | $31 | $1,156-97.3% | $2,662-98.8% | $2,243-98.6% |
| Participant deferral / active EE | $363 | $1,740-79.1% | $4,377-91.7% | $2,729-86.7% |
| Admin fee / account holder | $3,896 | $2,190+77.9% | $9,463-58.8% | $1,145+240.3% |