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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 | $83,166 | $51,638+61.1% | $68,368+21.6% | $82,448+0.9% |
| Participation rate | 32.6% | 63.6%-31.1pp | 73.8%-41.2pp | 68.1%-35.5pp |
| Annual return | 15.52% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $188 | $2,047-90.8% | $2,649-92.9% | $2,551-92.6% |
| Participant deferral / active EE | $3,492 | $2,914+19.8% | $4,123-15.3% | $4,139-15.6% |
| Admin fee / account holder | $4,971 | $4,643+7.1% | $5,150-3.5% | $7,234-31.3% |