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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 | $186,147 | $115,225+61.6% | $100,712+84.8% | $138,895+34.0% |
| Participation rate | 36.4% | 74.3%-38.0pp | 69.3%-32.9pp | 79.9%-43.6pp |
| Annual return | 11.46% | 40.35%-28.9pp | 33.27%-21.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $172 | $2,771-93.8% | $2,313-92.6% | $4,194-95.9% |
| Participant deferral / active EE | $1,615 | $4,699-65.6% | $4,085-60.5% | $6,396-74.7% |
| Admin fee / account holder | $20,664 | $10,844+90.6% | $9,256+123.2% | $12,562+64.5% |