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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 | $15,327 | $75,541-79.7% | $152,093-89.9% | $82,637-81.5% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 16.46% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $202 | $2,622-92.3% | $4,175-95.2% | $2,552-92.1% |
| Participant deferral / active EE | $973 | $3,206-69.6% | $5,451-82.2% | $4,126-76.4% |
| Admin fee / account holder | $433 | $6,405-93.2% | $14,497-97.0% | $7,339-94.1% |