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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 | $38,403 | $81,276-52.7% | $155,574-75.3% | $80,925-52.5% |
| Participation rate | 65.4% | 66.2%-0.9pp | 78.2%-12.8pp | 67.7%-2.3pp |
| Annual return | 18.11% | 33.36%-15.2pp | 64.87%-46.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $274 | $3,103-91.2% | $4,676-94.1% | $2,756-90.1% |
| Participant deferral / active EE | $7,168 | $3,453+107.6% | $5,629+27.3% | $4,299+66.7% |
| Admin fee / account holder | $7,172 | $7,993-10.3% | $15,914-54.9% | $6,940+3.3% |