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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 | $86,704 | $162,136-46.5% | $152,301-43.1% | $154,746-44.0% |
| Participation rate | 35.7% | 84.1%-48.4pp | 82.4%-46.7pp | 80.7%-45.0pp |
| Annual return | 13.11% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $795 | $4,890-83.7% | $4,624-82.8% | $4,379-81.8% |
| Participant deferral / active EE | $3,754 | $8,341-55.0% | $8,004-53.1% | $6,730-44.2% |
| Admin fee / account holder | $3,051 | $15,759-80.6% | $14,398-78.8% | $14,365-78.8% |