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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 | $37,980 | $154,228-75.4% | $145,433-73.9% | $137,256-72.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 20.35% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $627 | $4,804-86.9% | $4,554-86.2% | $4,156-84.9% |
| Participant deferral / active EE | $3,793 | $8,216-53.8% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $1,836 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |