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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 | $83,469 | $103,387-19.3% | $87,102-4.2% | $152,885-45.4% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 19.47% | 28.10%-8.6pp | 28.19%-8.7pp | 345.39%-325.9pp |
| Employer contribution / active EE | $291 | $3,221-91.0% | $2,521-88.5% | $4,763-93.9% |
| Participant deferral / active EE | $4,908 | $4,778+2.7% | $4,048+21.2% | $5,851-16.1% |
| Admin fee / account holder | $22,139 | $12,193+81.6% | $7,491+195.6% | $11,598+90.9% |