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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 | $69,471 | $154,228-55.0% | $145,433-52.2% | $137,256-49.4% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $85 | $4,804-98.2% | $4,554-98.1% | $4,156-98.0% |
| Participant deferral / active EE | $7,000 | $8,216-14.8% | $7,897-11.4% | $6,407+9.3% |
| Admin fee / account holder | $1,277 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |