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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 | $104,083 | $81,331+28.0% | $155,534-33.1% | $80,935+28.6% |
| Participation rate | 69.6% | 66.3%+3.3pp | 78.2%-8.7pp | 67.7%+1.9pp |
| Annual return | 10.82% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $215 | $3,105-93.1% | $4,675-95.4% | $2,757-92.2% |
| Participant deferral / active EE | $4,674 | $3,454+35.3% | $5,630-17.0% | $4,299+8.7% |
| Admin fee / account holder | $2,812 | $7,999-64.8% | $15,900-82.3% | $6,924-59.4% |