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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 | $113,109 | $114,119-0.9% | $107,187+5.5% | $138,895-18.6% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 15.31% | 273.21%-257.9pp | 204.55%-189.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $138 | $4,059-96.6% | $3,782-96.4% | $4,194-96.7% |
| Participant deferral / active EE | $1,497 | $5,538-73.0% | $5,096-70.6% | $6,396-76.6% |
| Admin fee / account holder | $1,236 | $10,024-87.7% | $9,162-86.5% | $12,562-90.2% |