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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 | $24,459 | $161,352-84.8% | $134,172-81.8% | $137,256-82.2% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 16.90% | 28.72%-11.8pp | 25.30%-8.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $754 | $4,099-81.6% | $3,420-78.0% | $4,156-81.9% |
| Participant deferral / active EE | $2,344 | $5,552-57.8% | $4,690-50.0% | $6,407-63.4% |
| Admin fee / account holder | $3,472 | $15,028-76.9% | $12,016-71.1% | $12,270-71.7% |