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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 | $119,972 | $63,703+88.3% | $93,063+28.9% | $82,448+45.5% |
| Participation rate | 27.3% | 63.8%-36.6pp | 72.1%-44.8pp | 68.1%-40.8pp |
| Annual return | 19.06% | -775.43%+794.5pp | 34.15%-15.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $138 | $1,729-92.0% | $2,476-94.4% | $2,551-94.6% |
| Participant deferral / active EE | $1,265 | $2,919-56.7% | $3,958-68.0% | $4,139-69.4% |
| Admin fee / account holder | $2,686 | $5,982-55.1% | $6,033-55.5% | $7,234-62.9% |