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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 | $46,159 | $65,367-29.4% | $92,915-50.3% | $72,976-36.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 18.85% | 42.11%-23.3pp | 109.45%-90.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $149 | $2,594-94.3% | $3,653-95.9% | $2,440-93.9% |
| Participant deferral / active EE | $1,631 | $3,128-47.9% | $4,238-61.5% | $3,608-54.8% |
| Admin fee / account holder | $2,857 | $4,251-32.8% | $5,796-50.7% | $5,124-44.2% |