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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 | $75,267 | $96,731-22.2% | $123,973-39.3% | $86,983-13.5% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 13.48% | 17.33%-3.8pp | 388.13%-374.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $452 | $3,297-86.3% | $4,126-89.0% | $2,584-82.5% |
| Participant deferral / active EE | $3,524 | $4,152-15.1% | $5,247-32.8% | $4,194-16.0% |
| Admin fee / account holder | $1,134 | $8,722-87.0% | $11,799-90.4% | $7,856-85.6% |