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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 | $67,781 | $178,174-62.0% | $156,181-56.6% | $137,256-50.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 23.68% | 84.19%-60.5pp | 64.87%-41.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $472 | $4,972-90.5% | $4,294-89.0% | $4,156-88.6% |
| Participant deferral / active EE | $3,668 | $6,888-46.7% | $6,132-40.2% | $6,407-42.7% |
| Admin fee / account holder | $495 | $17,404-97.2% | $14,586-96.6% | $12,270-96.0% |