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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 | $68,926 | $93,589-26.4% | $135,942-49.3% | $75,181-8.3% |
| Participation rate | 57.0% | 75.2%-18.2pp | 81.9%-24.9pp | 67.2%-10.2pp |
| Annual return | 20.28% | 30.90%-10.6pp | 68.28%-48.0pp | 160.69%-140.4pp |
| Employer contribution / active EE | $349 | $3,537-90.1% | $4,858-92.8% | $2,671-86.9% |
| Participant deferral / active EE | $4,291 | $6,405-33.0% | $7,759-44.7% | $4,126+4.0% |
| Admin fee / account holder | $1,261 | $6,977-81.9% | $10,764-88.3% | $5,650-77.7% |