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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 | $24,713 | $210,991-88.3% | $153,741-83.9% | $145,897-83.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 24.39% | 13.46%+10.9pp | 15.71%+8.7pp | 552.29%-527.9pp |
| Employer contribution / active EE | $915 | $6,057-84.9% | $5,042-81.8% | $4,663-80.4% |
| Participant deferral / active EE | $5,981 | $7,979-25.0% | $6,757-11.5% | $6,689-10.6% |
| Admin fee / account holder | $1,788 | $19,490-90.8% | $12,749-86.0% | $13,390-86.6% |