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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 | $66,797 | $181,896-63.3% | $156,551-57.3% | $273,972-75.6% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $910 | $6,248-85.4% | $5,501-83.5% | $4,869-81.3% |
| Participant deferral / active EE | $2,316 | $5,550-58.3% | $4,871-52.5% | $5,287-56.2% |
| Admin fee / account holder | $1,498 | $15,560-90.4% | $13,028-88.5% | $10,133-85.2% |