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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 | $24,892 | $51,708-51.9% | $106,619-76.7% | $62,881-60.4% |
| Participation rate | 62.9% | 66.9%-4.0pp | 78.0%-15.1pp | 69.3%-6.4pp |
| Annual return | 5.58% | 4.69%+0.9pp | 9.42%-3.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,110 | $2,315-8.9% | $3,930-46.3% | $3,203-34.1% |
| Admin fee / account holder | $3,648 | $3,349+8.9% | $6,418-43.2% | $4,296-15.1% |