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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 | $33,207 | $153,769-78.4% | $133,975-75.2% | $273,972-87.9% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 6.09% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,250 | $6,029-79.3% | $5,211-76.0% | $4,869-74.3% |
| Participant deferral / active EE | $3,258 | $6,958-53.2% | $6,282-48.1% | $5,287-38.4% |
| Admin fee / account holder | $6,668 | $11,765-43.3% | $9,324-28.5% | $10,133-34.2% |