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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 | $100,741 | $209,336-51.9% | $197,124-48.9% | $137,256-26.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.70% | 48.09%-25.4pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,334 | $6,591-79.8% | $6,227-78.6% | $4,156-67.9% |
| Participant deferral / active EE | $12,284 | $9,614+27.8% | $9,135+34.5% | $6,407+91.7% |
| Admin fee / account holder | $4,337 | $17,308-74.9% | $16,298-73.4% | $12,270-64.7% |