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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 | $174,659 | $201,370-13.3% | $184,256-5.2% | $145,897+19.7% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 11.07% | 29.05%-18.0pp | 28.85%-17.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,418 | $7,024-79.8% | $6,427-77.9% | $4,663-69.6% |
| Participant deferral / active EE | $3,389 | $9,808-65.4% | $9,133-62.9% | $6,689-49.3% |
| Admin fee / account holder | $16,900 | $16,364+3.3% | $13,899+21.6% | $13,390+26.2% |