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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 | $49,662 | $62,393-20.4% | $120,580-58.8% | $74,478-33.3% |
| Participation rate | 38.6% | 56.8%-18.2pp | 72.0%-33.3pp | 67.2%-28.6pp |
| Annual return | 12.43% | 18.61%-6.2pp | 107.48%-95.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $396 | $1,845-78.5% | $3,469-88.6% | $2,626-84.9% |
| Participant deferral / active EE | $1,102 | $2,886-61.8% | $4,995-77.9% | $4,350-74.7% |
| Admin fee / account holder | $1,149 | $2,396-52.1% | $9,418-87.8% | $1,946-41.0% |