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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 | $53,764 | $111,535-51.8% | $105,223-48.9% | $137,256-60.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 18.41% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $698 | $3,939-82.3% | $3,689-81.1% | $4,156-83.2% |
| Participant deferral / active EE | $1,609 | $5,500-70.7% | $5,072-68.3% | $6,407-74.9% |
| Admin fee / account holder | $1,634 | $9,721-83.2% | $8,859-81.6% | $12,270-86.7% |