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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 | $76,182 | $181,896-58.1% | $156,551-51.3% | $273,972-72.2% |
| Participation rate | 68.8% | 88.4%-19.6pp | 84.0%-15.3pp | 83.0%-14.3pp |
| Annual return | 6.05% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $883 | $6,248-85.9% | $5,501-83.9% | $4,869-81.9% |
| Participant deferral / active EE | $5,447 | $5,550-1.9% | $4,871+11.8% | $5,287+3.0% |
| Admin fee / account holder | $457 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |