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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 | $69,135 | $94,031-26.5% | $115,768-40.3% | $82,448-16.1% |
| Participation rate | 59.4% | 70.4%-11.0pp | 74.4%-15.0pp | 68.1%-8.7pp |
| Annual return | 15.63% | 20.61%-5.0pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $509 | $2,323-78.1% | $2,940-82.7% | $2,551-80.0% |
| Participant deferral / active EE | $3,468 | $3,972-12.7% | $4,917-29.5% | $4,139-16.2% |
| Admin fee / account holder | $6,006 | $10,249-41.4% | $12,439-51.7% | $7,234-17.0% |