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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 | $45,234 | $157,296-71.2% | $141,191-68.0% | $152,897-70.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.58% | 64.34%-39.8pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $802 | $5,262-84.8% | $4,736-83.1% | $4,764-83.2% |
| Participant deferral / active EE | $8,331 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $2,783 | $12,125-77.1% | $10,264-72.9% | $11,599-76.0% |