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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 | $38,956 | $100,194-61.1% | $122,979-68.3% | $86,983-55.2% |
| Participation rate | 48.9% | 73.0%-24.1pp | 77.2%-28.3pp | 69.5%-20.7pp |
| Annual return | 13.47% | 16.47%-3.0pp | 20.12%-6.6pp | 25.83%-12.4pp |
| Employer contribution / active EE | $80 | $2,326-96.6% | $3,062-97.4% | $2,584-96.9% |
| Participant deferral / active EE | $2,129 | $4,133-48.5% | $5,003-57.4% | $4,194-49.2% |
| Admin fee / account holder | $3,741 | $10,148-63.1% | $12,864-70.9% | $7,856-52.4% |