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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 | $35,794 | $88,672-59.6% | $105,223-66.0% | $82,448-56.6% |
| Participation rate | 68.6% | 67.9%+0.7pp | 75.0%-6.4pp | 68.1%+0.6pp |
| Annual return | 18.27% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $789 | $3,048-74.1% | $3,689-78.6% | $2,551-69.1% |
| Participant deferral / active EE | $1,955 | $4,036-51.6% | $5,072-61.5% | $4,139-52.8% |
| Admin fee / account holder | $5,462 | $7,146-23.6% | $8,859-38.3% | $7,234-24.5% |