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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 | $83,687 | $126,661-33.9% | $113,397-26.2% | $138,895-39.7% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.5%-23.9pp | 79.9%-27.3pp |
| Annual return | 16.32% | 25.05%-8.7pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $746 | $3,456-78.4% | $2,977-75.0% | $4,194-82.2% |
| Participant deferral / active EE | $3,223 | $5,693-43.4% | $5,076-36.5% | $6,396-49.6% |
| Admin fee / account holder | $1,777 | $14,549-87.8% | $11,957-85.1% | $12,562-85.9% |