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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 | $118,643 | $174,379-32.0% | $152,093-22.0% | $138,895-14.6% |
| Participation rate | 15.8% | 81.6%-65.9pp | 77.8%-62.0pp | 79.9%-64.1pp |
| Annual return | 20.57% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $348 | $4,652-92.5% | $4,175-91.7% | $4,194-91.7% |
| Participant deferral / active EE | $2,587 | $6,159-58.0% | $5,451-52.5% | $6,396-59.6% |
| Admin fee / account holder | $494 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |