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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 | $81,659 | $94,031-13.2% | $115,768-29.5% | $82,448-1.0% |
| Participation rate | 63.6% | 70.4%-6.8pp | 74.4%-10.8pp | 68.1%-4.4pp |
| Annual return | 13.05% | 20.61%-7.6pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $463 | $2,323-80.1% | $2,940-84.3% | $2,551-81.9% |
| Participant deferral / active EE | $3,008 | $3,972-24.3% | $4,917-38.8% | $4,139-27.3% |
| Admin fee / account holder | $1,743 | $10,249-83.0% | $12,439-86.0% | $7,234-75.9% |