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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 | $120,342 | $106,267+13.2% | $96,520+24.7% | $139,456-13.7% |
| Participation rate | 6.3% | 77.8%-71.6pp | 74.3%-68.1pp | 80.3%-74.1pp |
| Annual return | 16.23% | 38.45%-22.2pp | 35.72%-19.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $451 | $4,105-89.0% | $3,739-87.9% | $4,753-90.5% |
| Participant deferral / active EE | $1,380 | $5,454-74.7% | $4,879-71.7% | $6,711-79.4% |
| Admin fee / account holder | $14,797 | $7,882+87.7% | $6,733+119.8% | $11,407+29.7% |