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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 | $16,401 | $49,976-67.2% | $66,674-75.4% | $82,637-80.2% |
| Participation rate | 35.1% | 63.1%-28.0pp | 73.7%-38.5pp | 68.1%-32.9pp |
| Annual return | 30.18% | 39.09%-8.9pp | 321.24%-291.1pp | 53.51%-23.3pp |
| Employer contribution / active EE | $193 | $1,988-90.3% | $2,620-92.6% | $2,552-92.4% |
| Participant deferral / active EE | $1,075 | $2,847-62.3% | $4,084-73.7% | $4,126-74.0% |
| Admin fee / account holder | $434 | $4,594-90.5% | $5,098-91.5% | $7,339-94.1% |