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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 | $95,695 | $162,812-41.2% | $133,971-28.6% | $158,966-39.8% |
| Participation rate | 47.1% | 83.2%-36.2pp | 79.8%-32.8pp | 82.0%-34.9pp |
| Annual return | 27.43% | 41.94%-14.5pp | 45.09%-17.7pp | 302.95%-275.5pp |
| Employer contribution / active EE | $408 | $4,976-91.8% | $3,919-89.6% | $4,762-91.4% |
| Participant deferral / active EE | $2,803 | $5,910-52.6% | $5,047-44.5% | $5,983-53.2% |
| Admin fee / account holder | $815 | $11,741-93.1% | $8,929-90.9% | $11,250-92.8% |