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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 | $28,719 | $77,574-63.0% | $108,753-73.6% | $86,983-67.0% |
| Participation rate | 36.8% | 62.3%-25.5pp | 71.1%-34.2pp | 69.5%-32.7pp |
| Annual return | 15.27% | 18.42%-3.1pp | 37.47%-22.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,896 | $3,128-39.4% | $4,115-53.9% | $4,194-54.8% |
| Admin fee / account holder | $1,598 | $6,529-75.5% | $10,320-84.5% | $7,856-79.7% |