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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 | $67,507 | $91,179-26.0% | $178,499-62.2% | $79,852-15.5% |
| Participation rate | 55.4% | 69.2%-13.9pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 10.50% | 24.19%-13.7pp | 151.10%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $142 | $3,256-95.6% | $5,011-97.2% | $2,471-94.2% |
| Participant deferral / active EE | $3,187 | $3,236-1.5% | $5,202-38.7% | $3,740-14.8% |
| Admin fee / account holder | $1,630 | $6,749-75.8% | $13,986-88.3% | $5,306-69.3% |