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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 | $62,218 | $93,617-33.5% | $135,982-54.2% | $75,177-17.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 15.64% | 30.89%-15.2pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $685 | $3,538-80.6% | $4,859-85.9% | $2,671-74.3% |
| Participant deferral / active EE | $3,179 | $6,406-50.4% | $7,760-59.0% | $4,126-23.0% |
| Admin fee / account holder | $6,415 | $6,980-8.1% | $10,767-40.4% | $5,651+13.5% |