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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 | $45,186 | $51,638-12.5% | $129,406-65.1% | $80,959-44.2% |
| Participation rate | 56.7% | 56.9%-0.2pp | 69.6%-12.9pp | 67.7%-11.0pp |
| Annual return | 35.00% | 20.78%+14.2pp | 9468.18%-9433.2pp | 35.67%-0.7pp |
| Employer contribution / active EE | $259 | $1,584-83.6% | $4,155-93.8% | $2,757-90.6% |
| Participant deferral / active EE | $3,075 | $2,670+15.2% | $4,167-26.2% | $4,300-28.5% |
| Admin fee / account holder | $4,758 | $4,313+10.3% | $7,689-38.1% | $6,925-31.3% |