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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 | $133,783 | $73,787+81.3% | $98,716+35.5% | $82,448+62.3% |
| Participation rate | 52.4% | 61.4%-9.0pp | 69.3%-16.9pp | 68.1%-15.7pp |
| Annual return | 13.28% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $91 | $1,511-94.0% | $2,279-96.0% | $2,551-96.4% |
| Participant deferral / active EE | $2,470 | $3,081-19.8% | $4,048-39.0% | $4,139-40.3% |
| Admin fee / account holder | $687 | $6,500-89.4% | $8,703-92.1% | $7,234-90.5% |