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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 | $91,673 | $165,361-44.6% | $149,715-38.8% | $158,950-42.3% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 11.63% | 348.24%-336.6pp | 276.66%-265.0pp | 302.91%-291.3pp |
| Employer contribution / active EE | $753 | $5,103-85.2% | $4,645-83.8% | $4,762-84.2% |
| Participant deferral / active EE | $7,531 | $7,182+4.9% | $6,842+10.1% | $5,983+25.9% |
| Admin fee / account holder | $8,954 | $10,808-17.2% | $9,310-3.8% | $11,248-20.4% |