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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 | $132,102 | $132,634-0.4% | $115,768+14.1% | $137,256-3.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 16.30% | 160.70%-144.4pp | 100.46%-84.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $369 | $3,360-89.0% | $2,940-87.4% | $4,156-91.1% |
| Participant deferral / active EE | $1,736 | $5,619-69.1% | $4,917-64.7% | $6,407-72.9% |
| Admin fee / account holder | $1,070 | $15,028-92.9% | $12,439-91.4% | $12,270-91.3% |