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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 | $9,900 | $35,183-71.9% | $73,545-86.5% | $70,124-85.9% |
| Participation rate | 51.1% | 42.9%+8.1pp | 54.9%-3.9pp | 69.5%-18.5pp |
| Annual return | 13.37% | 26.90%-13.5pp | -15.16%+28.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $75 | $709-89.5% | $1,219-93.9% | $2,342-96.8% |
| Participant deferral / active EE | $577 | $1,220-52.7% | $1,806-68.0% | $3,332-82.7% |
| Admin fee / account holder | $2,725 | $2,302+18.4% | $2,320+17.5% | $4,645-41.3% |