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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 | $56,694 | $49,657+14.2% | $93,063-39.1% | $67,986-16.6% |
| Participation rate | 34.6% | 49.9%-15.3pp | 72.1%-37.5pp | 57.2%-22.6pp |
| Annual return | 17.22% | 26.27%-9.0pp | 34.15%-16.9pp | 31.67%-14.4pp |
| Employer contribution / active EE | $31 | $1,279-97.6% | $2,476-98.7% | $2,019-98.5% |
| Participant deferral / active EE | $1,150 | $2,484-53.7% | $3,958-70.9% | $3,358-65.8% |
| Admin fee / account holder | $2,672 | $2,843-6.0% | $6,033-55.7% | $3,203-16.6% |