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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 | $101,055 | $167,415-39.6% | $140,514-28.1% | $198,609-49.1% |
| Participation rate | 69.6% | 80.9%-11.3pp | 77.8%-8.2pp | 82.4%-12.8pp |
| Annual return | 27.14% | 13.85%+13.3pp | 14.36%+12.8pp | 202.70%-175.6pp |
| Employer contribution / active EE | $368 | $4,088-91.0% | $3,378-89.1% | $5,055-92.7% |
| Participant deferral / active EE | $2,475 | $5,579-55.6% | $4,919-49.7% | $6,977-64.5% |
| Admin fee / account holder | $7,843 | $16,730-53.1% | $13,697-42.7% | $19,030-58.8% |