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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 | $44,450 | $155,555-71.4% | $146,866-69.7% | $155,188-71.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 16.39% | 115.41%-99.0pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,278 | $8,044-59.2% | $7,759-57.7% | $6,531-49.8% |
| Admin fee / account holder | $392 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |