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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 | $104,995 | $172,111-39.0% | $150,298-30.1% | $137,256-23.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 22.42% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $537 | $4,636-88.4% | $4,154-87.1% | $4,156-87.1% |
| Participant deferral / active EE | $8,027 | $6,166+30.2% | $5,453+47.2% | $6,407+25.3% |
| Admin fee / account holder | $814 | $16,471-95.1% | $14,116-94.2% | $12,270-93.4% |