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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 | $83,008 | $117,904-29.6% | $102,457-19.0% | $145,978-43.1% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 19.08% | 31.80%-12.7pp | 29.41%-10.3pp | 550.52%-531.4pp |
| Employer contribution / active EE | $416 | $3,613-88.5% | $3,022-86.2% | $4,662-91.1% |
| Participant deferral / active EE | $2,271 | $5,733-60.4% | $5,054-55.1% | $6,690-66.0% |
| Admin fee / account holder | $5,954 | $13,329-55.3% | $9,451-37.0% | $13,400-55.6% |