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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 | $112,279 | $69,590+61.3% | $136,867-18.0% | $94,015+19.4% |
| Participation rate | 36.7% | 66.3%-29.6pp | 74.5%-37.8pp | 70.8%-34.1pp |
| Annual return | 12.02% | 19.62%-7.6pp | 42.97%-31.0pp | 17.84%-5.8pp |
| Employer contribution / active EE | $98 | $2,396-95.9% | $3,547-97.2% | $2,790-96.5% |
| Participant deferral / active EE | $1,991 | $3,437-42.1% | $4,924-59.6% | $4,249-53.1% |
| Admin fee / account holder | $4,874 | $8,912-45.3% | $10,340-52.9% | $8,951-45.5% |