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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 | $135,433 | $178,174-24.0% | $156,181-13.3% | $137,256-1.3% |
| Participation rate | 11.8% | 82.0%-70.3pp | 78.8%-67.1pp | 80.0%-68.2pp |
| Annual return | 18.43% | 84.19%-65.8pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $269 | $4,972-94.6% | $4,294-93.7% | $4,156-93.5% |
| Participant deferral / active EE | $3,647 | $6,888-47.1% | $6,132-40.5% | $6,407-43.1% |
| Admin fee / account holder | $487 | $17,404-97.2% | $14,586-96.7% | $12,270-96.0% |