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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 | $52,266 | $101,795-48.7% | $165,100-68.3% | $80,959-35.4% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 15.71% | 16.73%-1.0pp | 70.21%-54.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $305 | $2,954-89.7% | $4,348-93.0% | $2,757-88.9% |
| Participant deferral / active EE | $3,513 | $4,476-21.5% | $6,035-41.8% | $4,300-18.3% |
| Admin fee / account holder | $9,649 | $8,221+17.4% | $12,696-24.0% | $6,925+39.3% |