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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 | $33,508 | $57,057-41.3% | $85,009-60.6% | $80,874-58.6% |
| Participation rate | 46.9% | 56.4%-9.5pp | 67.5%-20.6pp | 67.6%-20.8pp |
| Annual return | 14.18% | 21.66%-7.5pp | 66.47%-52.3pp | 35.62%-21.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,930 | $3,112-38.0% | $4,522-57.3% | $4,297-55.1% |
| Admin fee / account holder | $4,056 | $4,986-18.7% | $6,153-34.1% | $6,935-41.5% |