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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 | $72,057 | $183,516-60.7% | $155,534-53.7% | $145,884-50.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.96% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $740 | $5,315-86.1% | $4,675-84.2% | $4,662-84.1% |
| Participant deferral / active EE | $7,372 | $6,467+14.0% | $5,630+30.9% | $6,690+10.2% |
| Admin fee / account holder | $5,930 | $19,293-69.3% | $15,900-62.7% | $13,392-55.7% |