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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 | $94,452 | $88,672+6.5% | $105,223-10.2% | $82,448+14.6% |
| Participation rate | 67.6% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.5pp |
| Annual return | 17.47% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $122 | $3,048-96.0% | $3,689-96.7% | $2,551-95.2% |
| Participant deferral / active EE | $3,904 | $4,036-3.3% | $5,072-23.0% | $4,139-5.7% |
| Admin fee / account holder | $10,861 | $7,146+52.0% | $8,859+22.6% | $7,234+50.1% |