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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 | $47,870 | $124,425-61.5% | $112,040-57.3% | $137,256-65.1% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 17.06% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $723 | $3,411-78.8% | $2,954-75.5% | $4,156-82.6% |
| Participant deferral / active EE | $2,053 | $5,718-64.1% | $5,098-59.7% | $6,407-68.0% |
| Admin fee / account holder | $7,908 | $15,207-48.0% | $12,098-34.6% | $12,270-35.5% |