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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 | $71,580 | $65,704+8.9% | $94,229-24.0% | $59,633+20.0% |
| Participation rate | 54.7% | 72.1%-17.4pp | 78.8%-24.0pp | 68.7%-13.9pp |
| Annual return | -0.07% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $388 | $2,021-80.8% | $3,587-89.2% | $2,203-82.4% |
| Participant deferral / active EE | $3,417 | $3,143+8.7% | $4,320-20.9% | $3,192+7.1% |
| Admin fee / account holder | $1,095 | $4,265-74.3% | $6,269-82.5% | $4,297-74.5% |