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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 | $73,068 | $53,128+37.5% | $86,582-15.6% | $70,126+4.2% |
| Participation rate | 40.5% | 65.3%-24.8pp | 73.5%-33.0pp | 69.5%-29.0pp |
| Annual return | 28.82% | 27.66%+1.2pp | 965.08%-936.3pp | 73.15%-44.3pp |
| Employer contribution / active EE | $193 | $2,068-90.7% | $2,839-93.2% | $2,343-91.8% |
| Participant deferral / active EE | $2,110 | $2,695-21.7% | $3,609-41.5% | $3,332-36.7% |
| Admin fee / account holder | $2,281 | $3,584-36.3% | $4,904-53.5% | $4,645-50.9% |