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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 | $185,312-72.5% | $161,489-68.4% | $154,746-67.0% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 22.09% | 103.84%-81.7pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $801 | $4,769-83.2% | $4,268-81.2% | $4,379-81.7% |
| Participant deferral / active EE | $3,186 | $6,350-49.8% | $5,630-43.4% | $6,730-52.7% |
| Admin fee / account holder | $456 | $18,654-97.6% | $16,006-97.2% | $14,365-96.8% |