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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 | $25,255 | $162,136-84.4% | $152,301-83.4% | $154,746-83.7% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 13.24% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $823 | $4,890-83.2% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $2,727 | $8,341-67.3% | $8,004-65.9% | $6,730-59.5% |
| Admin fee / account holder | $6,888 | $15,759-56.3% | $14,398-52.2% | $14,365-52.1% |