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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 | $49,735 | $210,510-76.4% | $153,500-67.6% | $145,877-65.9% |
| Participation rate | 45.0% | 82.1%-37.1pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 12.23% | 13.45%-1.2pp | 15.70%-3.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $62 | $6,052-99.0% | $5,039-98.8% | $4,663-98.7% |
| Participant deferral / active EE | $2,240 | $7,974-71.9% | $6,756-66.8% | $6,691-66.5% |
| Admin fee / account holder | $2,048 | $19,455-89.5% | $12,736-83.9% | $13,402-84.7% |