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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 | $46,706 | $135,956-65.6% | $123,894-62.3% | $273,972-83.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $758 | $5,170-85.3% | $4,617-83.6% | $4,869-84.4% |
| Participant deferral / active EE | $2,357 | $6,343-62.8% | $5,984-60.6% | $5,287-55.4% |
| Admin fee / account holder | $617 | $9,817-93.7% | $8,357-92.6% | $10,133-93.9% |