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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 | $104,017 | $124,980-16.8% | $108,359-4.0% | $154,746-32.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 10.94% | 45.00%-34.1pp | 36.89%-26.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $219 | $2,851-92.3% | $2,399-90.9% | $4,379-95.0% |
| Participant deferral / active EE | $1,725 | $4,743-63.6% | $4,137-58.3% | $6,730-74.4% |
| Admin fee / account holder | $21,168 | $11,502+84.0% | $9,741+117.3% | $14,365+47.4% |