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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 | $115,963 | $76,367+51.8% | $93,614+23.9% | $72,983+58.9% |
| Participation rate | 55.1% | 71.7%-16.7pp | 75.8%-20.8pp | 69.5%-14.4pp |
| Annual return | 24.51% | 25.82%-1.3pp | 32.76%-8.2pp | 81.01%-56.5pp |
| Employer contribution / active EE | $227 | $2,275-90.0% | $2,718-91.6% | $2,440-90.7% |
| Participant deferral / active EE | $2,296 | $3,538-35.1% | $4,069-43.6% | $3,608-36.4% |
| Admin fee / account holder | $6,872 | $6,838+0.5% | $7,889-12.9% | $5,124+34.1% |