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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 | $113,570 | $131,167-13.4% | $273,431-58.5% | $131,167-13.4% |
| Participation rate | 53.8% | 70.6%-16.8pp | 82.4%-28.6pp | 70.6%-16.8pp |
| Annual return | 12.95% | 14.69%-1.7pp | -9.23%+22.2pp | 14.69%-1.7pp |
| Employer contribution / active EE | $361 | $3,654-90.1% | $9,562-96.2% | $3,654-90.1% |
| Participant deferral / active EE | $4,087 | $4,079+0.2% | $4,950-17.4% | $4,079+0.2% |
| Admin fee / account holder | $3,415 | $12,045-71.6% | $20,305-83.2% | $12,045-71.6% |