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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 | $97,648-29.2% | $121,663-43.2% | $87,485-21.0% |
| Participation rate | 59.4% | 70.5%-11.1pp | 74.5%-15.1pp | 68.9%-9.6pp |
| Annual return | 15.63% | 18.03%-2.4pp | 147.54%-131.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $509 | $2,300-77.9% | $3,020-83.1% | $2,596-80.4% |
| Participant deferral / active EE | $3,468 | $3,923-11.6% | $4,887-29.0% | $4,274-18.8% |
| Admin fee / account holder | $6,006 | $11,100-45.9% | $14,289-58.0% | $7,775-22.7% |