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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 | $58,862 | $37,446+57.2% | $77,552-24.1% | $79,856-26.3% |
| Participation rate | 27.3% | 41.5%-14.3pp | 54.2%-26.9pp | 69.6%-42.4pp |
| Annual return | 11.58% | 39.76%-28.2pp | 54.82%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $425 | $1,261-66.3% | $1,861-77.2% | $3,741-88.6% |
| Admin fee / account holder | $838 | $2,506-66.6% | $2,859-70.7% | $5,306-84.2% |