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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 | $107,018 | $114,119-6.2% | $107,187-0.2% | $138,895-23.0% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-15.9pp | 79.9%-20.8pp |
| Annual return | 12.88% | 273.21%-260.3pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $403 | $4,059-90.1% | $3,782-89.4% | $4,194-90.4% |
| Participant deferral / active EE | $4,438 | $5,538-19.9% | $5,096-12.9% | $6,396-30.6% |
| Admin fee / account holder | $11,820 | $10,024+17.9% | $9,162+29.0% | $12,562-5.9% |