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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 | $2,752 | $23,330-88.2% | $64,489-95.7% | $82,448-96.7% |
| Participation rate | 59.5% | 68.3%-8.8pp | 67.7%-8.2pp | 68.1%-8.5pp |
| Annual return | 21.89% | 83.66%-61.8pp | 55.03%-33.1pp | 41.64%-19.7pp |
| Employer contribution / active EE | $113 | $824-86.3% | $1,523-92.6% | $2,551-95.6% |
| Participant deferral / active EE | $1,276 | $1,707-25.2% | $2,778-54.1% | $4,139-69.2% |
| Admin fee / account holder | $1,137 | $2,946-61.4% | $4,260-73.3% | $7,234-84.3% |