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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 | $65,794 | $87,834-25.1% | $133,975-50.9% | $62,881+4.6% |
| Participation rate | 52.5% | 83.4%-30.9pp | 87.1%-34.6pp | 69.3%-16.8pp |
| Annual return | 11.16% | 12.05%-0.9pp | 29.29%-18.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $713 | $3,482-79.5% | $5,211-86.3% | $2,281-68.8% |
| Participant deferral / active EE | $2,992 | $4,812-37.8% | $6,282-52.4% | $3,203-6.6% |
| Admin fee / account holder | $2,210 | $5,372-58.9% | $9,324-76.3% | $4,296-48.5% |