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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 | $151,118 | $162,136-6.8% | $152,301-0.8% | $154,746-2.3% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.47% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $759 | $4,890-84.5% | $4,624-83.6% | $4,379-82.7% |
| Participant deferral / active EE | $2,746 | $8,341-67.1% | $8,004-65.7% | $6,730-59.2% |
| Admin fee / account holder | $2,552 | $15,759-83.8% | $14,398-82.3% | $14,365-82.2% |