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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 | $50,598 | $199,109-74.6% | $173,730-70.9% | $154,746-67.3% |
| Participation rate | 65.0% | 82.8%-17.8pp | 79.6%-14.6pp | 80.7%-15.7pp |
| Annual return | 15.06% | 20.02%-5.0pp | 19.96%-4.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $964 | $5,311-81.9% | $4,577-79.0% | $4,379-78.0% |
| Participant deferral / active EE | $4,323 | $7,113-39.2% | $6,326-31.7% | $6,730-35.8% |
| Admin fee / account holder | $1,753 | $20,916-91.6% | $17,523-90.0% | $14,365-87.8% |