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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 | $23,703 | $65,041-63.6% | $90,965-73.9% | $79,858-70.3% |
| Participation rate | 37.7% | 61.6%-23.9pp | 69.0%-31.3pp | 69.6%-31.9pp |
| Annual return | 23.64% | 30.45%-6.8pp | 134.57%-110.9pp | 31.72%-8.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,706 | $2,512+7.7% | $3,373-19.8% | $3,740-27.7% |
| Admin fee / account holder | $940 | $4,536-79.3% | $5,960-84.2% | $5,306-82.3% |