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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 | $56,942 | $138,312-58.8% | $122,979-53.7% | $155,188-63.3% |
| Participation rate | 31.8% | 80.2%-48.4pp | 77.2%-45.4pp | 80.8%-49.0pp |
| Annual return | 16.15% | 22.06%-5.9pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $796 | $3,530-77.5% | $3,062-74.0% | $4,248-81.3% |
| Participant deferral / active EE | $3,956 | $5,592-29.3% | $5,003-20.9% | $6,531-39.4% |
| Admin fee / account holder | $3,838 | $15,089-74.6% | $12,864-70.2% | $14,480-73.5% |