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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 | $150,703 | $86,919+73.4% | $102,457+47.1% | $80,911+86.3% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 16.86% | 18.90%-2.0pp | 29.41%-12.6pp | 35.63%-18.8pp |
| Employer contribution / active EE | $397 | $2,368-83.2% | $3,022-86.8% | $2,756-85.6% |
| Participant deferral / active EE | $4,725 | $4,119+14.7% | $5,054-6.5% | $4,297+10.0% |
| Admin fee / account holder | $3,598 | $8,049-55.3% | $9,451-61.9% | $6,935-48.1% |