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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 | $27,483 | $124,336-77.9% | $111,303-75.3% | $167,518-83.6% |
| Participation rate | 57.9% | 79.6%-21.7pp | 77.3%-19.4pp | 82.1%-24.2pp |
| Annual return | 9.30% | 37.45%-28.1pp | 54.66%-45.4pp | 478.71%-469.4pp |
| Employer contribution / active EE | $323 | $3,436-90.6% | $2,731-88.2% | $4,838-93.3% |
| Participant deferral / active EE | $2,952 | $5,181-43.0% | $4,487-34.2% | $6,342-53.5% |
| Admin fee / account holder | $1,785 | $10,623-83.2% | $7,966-77.6% | $12,312-85.5% |