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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 | $47,837 | $172,111-72.2% | $150,298-68.2% | $137,256-65.1% |
| Participation rate | 52.6% | 81.7%-29.1pp | 77.8%-25.1pp | 80.0%-27.3pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $623 | $4,636-86.6% | $4,154-85.0% | $4,156-85.0% |
| Participant deferral / active EE | $2,807 | $6,166-54.5% | $5,453-48.5% | $6,407-56.2% |
| Admin fee / account holder | $10,349 | $16,471-37.2% | $14,116-26.7% | $12,270-15.7% |