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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 | $62,994 | $181,896-65.4% | $156,551-59.8% | $273,972-77.0% |
| Participation rate | 22.2% | 88.4%-66.2pp | 84.0%-61.8pp | 83.0%-60.8pp |
| Annual return | 5.42% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $664 | $6,248-89.4% | $5,501-87.9% | $4,869-86.4% |
| Participant deferral / active EE | $4,000 | $5,550-27.9% | $4,871-17.9% | $5,287-24.3% |
| Admin fee / account holder | $540 | $15,560-96.5% | $13,028-95.9% | $10,133-94.7% |