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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 | $55,157 | $80,763-31.7% | $102,412-46.1% | $74,459-25.9% |
| Participation rate | 47.3% | 65.7%-18.4pp | 74.5%-27.2pp | 67.2%-20.0pp |
| Annual return | 11.23% | 27.57%-16.3pp | 24.94%-13.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $151 | $3,160-95.2% | $3,870-96.1% | $2,626-94.3% |
| Participant deferral / active EE | $2,513 | $3,862-34.9% | $5,060-50.3% | $4,350-42.2% |
| Admin fee / account holder | $1,897 | $2,371-20.0% | $8,388-77.4% | $1,945-2.4% |