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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 | $139,132 | $148,623-6.4% | $135,974+2.3% | $139,466-0.2% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.5pp |
| Annual return | 18.20% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $537 | $5,246-89.8% | $4,859-88.9% | $4,754-88.7% |
| Participant deferral / active EE | $2,890 | $8,103-64.3% | $7,760-62.8% | $6,712-56.9% |
| Admin fee / account holder | $4,421 | $12,406-64.4% | $10,767-58.9% | $11,409-61.2% |