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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 | $69,398 | $52,678+31.7% | $75,784-8.4% | $59,633+16.4% |
| Participation rate | 52.5% | 67.2%-14.7pp | 75.8%-23.3pp | 68.7%-16.2pp |
| Annual return | 4.09% | 2.95%+1.1pp | 9.68%-5.6pp | 2041.40%-2037.3pp |
| Employer contribution / active EE | $118 | $2,193-94.6% | $3,323-96.5% | $2,203-94.6% |
| Participant deferral / active EE | $1,299 | $2,591-49.9% | $3,652-64.4% | $3,192-59.3% |
| Admin fee / account holder | $5,146 | $3,610+42.6% | $5,300-2.9% | $4,297+19.8% |