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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 | $54,247 | $86,940-37.6% | $102,434-47.0% | $80,935-33.0% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.7%-11.6pp |
| Annual return | 10.67% | 18.89%-8.2pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $524 | $2,370-77.9% | $3,023-82.7% | $2,757-81.0% |
| Participant deferral / active EE | $2,096 | $4,121-49.1% | $5,055-58.5% | $4,299-51.3% |
| Admin fee / account holder | $642 | $8,047-92.0% | $9,462-93.2% | $6,924-90.7% |