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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 | $52,062 | $181,062-71.2% | $158,223-67.1% | $155,188-66.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 18.97% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.9pp |
| Employer contribution / active EE | $634 | $4,565-86.1% | $4,109-84.6% | $4,248-85.1% |
| Participant deferral / active EE | $4,629 | $6,134-24.5% | $5,467-15.3% | $6,531-29.1% |
| Admin fee / account holder | $429 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |