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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 | $23,591 | $36,948-36.2% | $73,658-68.0% | $87,485-73.0% |
| Participation rate | 5.5% | 46.8%-41.3pp | 57.0%-51.6pp | 68.9%-63.5pp |
| Annual return | 19.76% | 28.64%-8.9pp | 29.72%-10.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $460 | $1,379-66.7% | $2,062-77.7% | $4,274-89.2% |
| Admin fee / account holder | $316 | $2,531-87.5% | $3,357-90.6% | $7,775-95.9% |