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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 | $90,424 | $156,398-42.2% | $147,318-38.6% | $138,895-34.9% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 13.28% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $769 | $4,853-84.2% | $4,593-83.3% | $4,194-81.7% |
| Participant deferral / active EE | $3,254 | $8,237-60.5% | $7,906-58.8% | $6,396-49.1% |
| Admin fee / account holder | $540 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |