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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 | $4,617 | $23,330-80.2% | $64,489-92.8% | $82,448-94.4% |
| Participation rate | 61.1% | 68.3%-7.2pp | 67.7%-6.6pp | 68.1%-7.0pp |
| Annual return | 18.97% | 83.66%-64.7pp | 55.03%-36.1pp | 41.64%-22.7pp |
| Employer contribution / active EE | $149 | $824-81.9% | $1,523-90.2% | $2,551-94.1% |
| Participant deferral / active EE | $760 | $1,707-55.5% | $2,778-72.6% | $4,139-81.6% |
| Admin fee / account holder | $462 | $2,946-84.3% | $4,260-89.1% | $7,234-93.6% |