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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 | $75,153 | $135,956-44.7% | $123,894-39.3% | $273,972-72.6% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $768 | $5,170-85.1% | $4,617-83.4% | $4,869-84.2% |
| Participant deferral / active EE | $5,291 | $6,343-16.6% | $5,984-11.6% | $5,287+0.1% |
| Admin fee / account holder | $3,036 | $9,817-69.1% | $8,357-63.7% | $10,133-70.0% |