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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 | $202,000 | $135,956+48.6% | $123,894+63.0% | $273,972-26.3% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 5.78% | 56.63%-50.9pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $786 | $5,170-84.8% | $4,617-83.0% | $4,869-83.9% |
| Participant deferral / active EE | $2,505 | $6,343-60.5% | $5,984-58.1% | $5,287-52.6% |
| Admin fee / account holder | $430 | $9,817-95.6% | $8,357-94.9% | $10,133-95.8% |