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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 | $102,626 | $110,410-7.1% | $102,437+0.2% | $145,897-29.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 21.07% | 24.85%-3.8pp | 24.95%-3.9pp | 552.29%-531.2pp |
| Employer contribution / active EE | $851 | $4,217-79.8% | $3,871-78.0% | $4,663-81.7% |
| Participant deferral / active EE | $3,405 | $5,622-39.4% | $5,060-32.7% | $6,689-49.1% |
| Admin fee / account holder | $5,146 | $9,745-47.2% | $8,388-38.6% | $13,390-61.6% |