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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 | $57,553 | $81,208-29.1% | $98,920-41.8% | $79,852-27.9% |
| Participation rate | 66.1% | 72.5%-6.4pp | 76.0%-10.0pp | 69.6%-3.6pp |
| Annual return | 22.95% | 60.99%-38.0pp | 196.47%-173.5pp | 31.72%-8.8pp |
| Employer contribution / active EE | -$121 | $1,960-106.2% | $2,689-104.5% | $2,471-104.9% |
| Participant deferral / active EE | $4,428 | $3,265+35.6% | $4,245+4.3% | $3,740+18.4% |
| Admin fee / account holder | $336 | $6,013-94.4% | $6,643-94.9% | $5,306-93.7% |