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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 | $66,937 | $86,940-23.0% | $102,434-34.7% | $80,935-17.3% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.7%-6.6pp |
| Annual return | 14.08% | 18.89%-4.8pp | 29.46%-15.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $348 | $2,370-85.3% | $3,023-88.5% | $2,757-87.4% |
| Participant deferral / active EE | $2,932 | $4,121-28.9% | $5,055-42.0% | $4,299-31.8% |
| Admin fee / account holder | $2,392 | $8,047-70.3% | $9,462-74.7% | $6,924-65.5% |