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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 | $133,520 | $112,729+18.4% | $98,716+35.3% | $137,256-2.7% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.3%-25.8pp | 80.0%-36.5pp |
| Annual return | 15.74% | 38.48%-22.7pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $156 | $2,725-94.3% | $2,279-93.2% | $4,156-96.3% |
| Participant deferral / active EE | $4,200 | $4,640-9.5% | $4,048+3.8% | $6,407-34.4% |
| Admin fee / account holder | $1,066 | $10,129-89.5% | $8,703-87.8% | $12,270-91.3% |