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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 | $97,378 | $84,236+15.6% | $170,435-42.9% | $70,126+38.9% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 12.82% | 23.06%-10.2pp | 205.94%-193.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,344 | $3,086-24.1% | $4,939-52.6% | $3,332-29.7% |
| Admin fee / account holder | $3,672 | $5,698-35.6% | $13,881-73.5% | $4,645-20.9% |