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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 | $83,598 | $64,324+30.0% | $118,946-29.7% | $79,852+4.7% |
| Participation rate | 30.4% | 64.9%-34.4pp | 75.4%-45.0pp | 69.6%-39.2pp |
| Annual return | 12.82% | 86.45%-73.6pp | 35.89%-23.1pp | 31.72%-18.9pp |
| Employer contribution / active EE | $375 | $1,836-79.6% | $3,263-88.5% | $2,471-84.8% |
| Participant deferral / active EE | $1,214 | $2,824-57.0% | $4,266-71.5% | $3,740-67.6% |
| Admin fee / account holder | $1,216 | $4,040-69.9% | $6,581-81.5% | $5,306-77.1% |