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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 | $149,909 | $209,336-28.4% | $197,124-24.0% | $137,256+9.2% |
| Participation rate | 35.7% | 87.3%-51.6pp | 86.7%-51.0pp | 80.0%-44.2pp |
| Annual return | 13.20% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $868 | $6,591-86.8% | $6,227-86.1% | $4,156-79.1% |
| Participant deferral / active EE | $2,970 | $9,614-69.1% | $9,135-67.5% | $6,407-53.6% |
| Admin fee / account holder | $785 | $17,308-95.5% | $16,298-95.2% | $12,270-93.6% |