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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 | $68,889 | $154,228-55.3% | $145,433-52.6% | $137,256-49.8% |
| Participation rate | 4.8% | 83.8%-79.0pp | 82.1%-77.4pp | 80.0%-75.2pp |
| Annual return | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $826 | $4,804-82.8% | $4,554-81.9% | $4,156-80.1% |
| Participant deferral / active EE | $2,568 | $8,216-68.7% | $7,897-67.5% | $6,407-59.9% |
| Admin fee / account holder | $7,291 | $14,344-49.2% | $13,129-44.5% | $12,270-40.6% |