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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 | $47,480 | $129,737-63.4% | $119,126-60.1% | $154,746-69.3% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 24.50% | 379.08%-354.6pp | 282.11%-257.6pp | 172.34%-147.8pp |
| Employer contribution / active EE | $944 | $4,375-78.4% | $4,034-76.6% | $4,379-78.4% |
| Participant deferral / active EE | $5,202 | $5,842-11.0% | $5,318-2.2% | $6,730-22.7% |
| Admin fee / account holder | $2,095 | $11,961-82.5% | $10,693-80.4% | $14,365-85.4% |