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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 | $83,770 | $156,398-46.4% | $147,318-43.1% | $138,895-39.7% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 79.9%-67.4pp |
| Annual return | 20.32% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $505 | $4,853-89.6% | $4,593-89.0% | $4,194-88.0% |
| Participant deferral / active EE | $3,935 | $8,237-52.2% | $7,906-50.2% | $6,396-38.5% |
| Admin fee / account holder | $865 | $14,976-94.2% | $13,708-93.7% | $12,562-93.1% |