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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 | $84,261 | $93,617-10.0% | $135,982-38.0% | $75,177+12.1% |
| Participation rate | 58.5% | 75.2%-16.7pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 16.82% | 30.89%-14.1pp | 68.32%-51.5pp | 160.75%-143.9pp |
| Employer contribution / active EE | $576 | $3,538-83.7% | $4,859-88.1% | $2,671-78.4% |
| Participant deferral / active EE | $4,109 | $6,406-35.9% | $7,760-47.0% | $4,126-0.4% |
| Admin fee / account holder | $4,963 | $6,980-28.9% | $10,767-53.9% | $5,651-12.2% |