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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 | $40,956 | $172,111-76.2% | $150,298-72.7% | $137,256-70.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 29.40% | 69.37%-40.0pp | 62.79%-33.4pp | 220.34%-190.9pp |
| Employer contribution / active EE | $420 | $4,636-90.9% | $4,154-89.9% | $4,156-89.9% |
| Participant deferral / active EE | $3,554 | $6,166-42.4% | $5,453-34.8% | $6,407-44.5% |
| Admin fee / account holder | $2,429 | $16,471-85.3% | $14,116-82.8% | $12,270-80.2% |