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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 | $113,963 | $156,616-27.2% | $133,346-14.5% | $198,609-42.6% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 13.11% | 44.25%-31.1pp | 36.85%-23.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $447 | $3,368-86.7% | $2,853-84.3% | $5,055-91.2% |
| Participant deferral / active EE | $1,648 | $4,920-66.5% | $4,332-62.0% | $6,977-76.4% |
| Admin fee / account holder | $1,230 | $17,468-93.0% | $14,264-91.4% | $19,030-93.5% |