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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 | $46,745 | $78,670-40.6% | $109,173-57.2% | $85,847-45.5% |
| Participation rate | 62.3% | 68.3%-6.0pp | 75.9%-13.6pp | 69.3%-7.1pp |
| Annual return | 14.07% | 25.09%-11.0pp | 25.75%-11.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $511 | $2,734-81.3% | $3,723-86.3% | $2,565-80.1% |
| Participant deferral / active EE | $2,038 | $3,467-41.2% | $4,654-56.2% | $3,952-48.4% |
| Admin fee / account holder | $959 | $5,469-82.5% | $6,755-85.8% | $6,261-84.7% |