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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 | $159,818 | $103,393+54.6% | $87,103+83.5% | $152,909+4.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.05% | 28.10%-8.0pp | 28.19%-8.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $474 | $3,221-85.3% | $2,521-81.2% | $4,764-90.0% |
| Participant deferral / active EE | $3,048 | $4,778-36.2% | $4,049-24.7% | $5,851-47.9% |
| Admin fee / account holder | $1,606 | $12,195-86.8% | $7,491-78.6% | $11,601-86.2% |