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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 | $115,222 | $161,352-28.6% | $134,172-14.1% | $137,256-16.1% |
| Participation rate | 68.2% | 78.3%-10.1pp | 72.5%-4.3pp | 80.0%-11.8pp |
| Annual return | 11.92% | 28.72%-16.8pp | 25.30%-13.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $753 | $4,099-81.6% | $3,420-78.0% | $4,156-81.9% |
| Participant deferral / active EE | $3,181 | $5,552-42.7% | $4,690-32.2% | $6,407-50.3% |
| Admin fee / account holder | $5,370 | $15,028-64.3% | $12,016-55.3% | $12,270-56.2% |