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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 | $102,577 | $65,041+57.7% | $90,965+12.8% | $79,858+28.4% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 17.26% | 30.45%-13.2pp | 134.57%-117.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $97 | $1,247-92.2% | $2,122-95.4% | $2,471-96.1% |
| Participant deferral / active EE | $2,977 | $2,512+18.5% | $3,373-11.7% | $3,740-20.4% |
| Admin fee / account holder | $1,761 | $4,536-61.2% | $5,960-70.5% | $5,306-66.8% |