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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 | $84,707 | $115,903-26.9% | $100,528-15.7% | $158,966-46.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 16.81% | 34.80%-18.0pp | 30.90%-14.1pp | 302.95%-286.1pp |
| Employer contribution / active EE | $166 | $4,105-96.0% | $3,419-95.1% | $4,762-96.5% |
| Participant deferral / active EE | $3,318 | $6,677-50.3% | $6,271-47.1% | $5,983-44.5% |
| Admin fee / account holder | $1,562 | $11,000-85.8% | $8,084-80.7% | $11,250-86.1% |