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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 | $65,530 | $65,361+0.3% | $92,903-29.5% | $72,983-10.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 20.50% | 42.11%-21.6pp | 109.43%-88.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $303 | $2,594-88.3% | $3,653-91.7% | $2,440-87.6% |
| Participant deferral / active EE | $3,012 | $3,128-3.7% | $4,238-28.9% | $3,608-16.5% |
| Admin fee / account holder | $2,139 | $4,251-49.7% | $5,795-63.1% | $5,124-58.3% |