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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 | $115,561 | $80,812+43.0% | $160,784-28.1% | $82,448+40.2% |
| Participation rate | 66.1% | 66.2%-0.1pp | 77.0%-10.8pp | 68.1%-1.9pp |
| Annual return | 15.34% | 100.59%-85.2pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $415 | $2,174-80.9% | $3,733-88.9% | $2,551-83.7% |
| Participant deferral / active EE | $5,435 | $4,335+25.4% | $6,293-13.6% | $4,139+31.3% |
| Admin fee / account holder | $10,587 | $7,695+37.6% | $9,717+9.0% | $7,234+46.3% |