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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 | $116,685 | $104,251+11.9% | $91,004+28.2% | $147,586-20.9% |
| Participation rate | 68.4% | 78.2%-9.8pp | 75.6%-7.2pp | 82.8%-14.4pp |
| Annual return | 22.28% | 27.06%-4.8pp | 4.60%+17.7pp | 578.59%-556.3pp |
| Employer contribution / active EE | $217 | $3,116-93.0% | $2,456-91.2% | $4,876-95.5% |
| Participant deferral / active EE | $2,433 | $4,195-42.0% | $3,548-31.4% | $5,439-55.3% |
| Admin fee / account holder | $5,333 | $8,948-40.4% | $5,417-1.6% | $10,886-51.0% |