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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 | $157,580 | $154,193+2.2% | $130,045+21.2% | $139,466+13.0% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.5%-49.1pp | 80.3%-50.9pp |
| Annual return | 17.41% | 32.51%-15.1pp | -137.30%+154.7pp | 373.66%-356.3pp |
| Employer contribution / active EE | $446 | $5,292-91.6% | $4,321-89.7% | $4,754-90.6% |
| Participant deferral / active EE | $2,551 | $6,709-62.0% | $5,820-56.2% | $6,712-62.0% |
| Admin fee / account holder | $1,491 | $13,989-89.3% | $10,600-85.9% | $11,409-86.9% |