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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 | $97,862 | $77,574+26.2% | $108,753-10.0% | $86,983+12.5% |
| Participation rate | 37.7% | 62.3%-24.6pp | 71.1%-33.4pp | 69.5%-31.9pp |
| Annual return | 18.46% | 18.42%0pp | 37.47%-19.0pp | 25.83%-7.4pp |
| Employer contribution / active EE | $56 | $1,611-96.5% | $2,427-97.7% | $2,584-97.8% |
| Participant deferral / active EE | $2,307 | $3,128-26.3% | $4,115-43.9% | $4,194-45.0% |
| Admin fee / account holder | $6,769 | $6,529+3.7% | $10,320-34.4% | $7,856-13.8% |