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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 | $51,030 | $172,111-70.4% | $150,298-66.0% | $137,256-62.8% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 22.09% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $801 | $4,636-82.7% | $4,154-80.7% | $4,156-80.7% |
| Participant deferral / active EE | $3,186 | $6,166-48.3% | $5,453-41.6% | $6,407-50.3% |
| Admin fee / account holder | $456 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |