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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 | $47,650 | $77,472-38.5% | $100,415-52.5% | $80,959-41.1% |
| Participation rate | 61.9% | 76.9%-15.0pp | 81.5%-19.6pp | 67.7%-5.8pp |
| Annual return | 32.31% | 37.26%-4.9pp | 49.47%-17.2pp | 35.67%-3.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,381 | $6,818+22.9% | $8,091+3.6% | $4,300+94.9% |
| Admin fee / account holder | $8,509 | $5,885+44.6% | $7,906+7.6% | $6,925+22.9% |