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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 | $40,076 | $162,136-75.3% | $152,301-73.7% | $154,746-74.1% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 18.85% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $870 | $4,890-82.2% | $4,624-81.2% | $4,379-80.1% |
| Participant deferral / active EE | $8,378 | $8,341+0.4% | $8,004+4.7% | $6,730+24.5% |
| Admin fee / account holder | $3,480 | $15,759-77.9% | $14,398-75.8% | $14,365-75.8% |