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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 | $32,577 | $89,370-63.5% | $141,197-76.9% | $72,976-55.4% |
| Participation rate | 24.0% | 75.1%-51.1pp | 82.5%-58.5pp | 69.5%-45.5pp |
| Annual return | 19.75% | 111.88%-92.1pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $219 | $3,115-93.0% | $4,736-95.4% | $2,440-91.0% |
| Participant deferral / active EE | $4,420 | $5,419-18.4% | $6,710-34.1% | $3,608+22.5% |
| Admin fee / account holder | $2,666 | $5,957-55.2% | $10,265-74.0% | $5,124-48.0% |