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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 | $29,259 | $162,136-82.0% | $152,301-80.8% | $154,746-81.1% |
| Participation rate | 31.3% | 84.1%-52.9pp | 82.4%-51.2pp | 80.7%-49.5pp |
| Annual return | 19.20% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $716 | $4,890-85.4% | $4,624-84.5% | $4,379-83.6% |
| Participant deferral / active EE | $3,488 | $8,341-58.2% | $8,004-56.4% | $6,730-48.2% |
| Admin fee / account holder | $4,189 | $15,759-73.4% | $14,398-70.9% | $14,365-70.8% |