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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 | $50,653 | $93,617-45.9% | $135,982-62.8% | $75,177-32.6% |
| Participation rate | 28.0% | 75.2%-47.2pp | 81.9%-53.9pp | 67.2%-39.2pp |
| Annual return | 16.06% | 30.89%-14.8pp | 68.32%-52.3pp | 160.75%-144.7pp |
| Employer contribution / active EE | $307 | $3,538-91.3% | $4,859-93.7% | $2,671-88.5% |
| Participant deferral / active EE | $2,609 | $6,406-59.3% | $7,760-66.4% | $4,126-36.8% |
| Admin fee / account holder | $1,073 | $6,980-84.6% | $10,767-90.0% | $5,651-81.0% |