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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 | $98,517 | $113,941-13.5% | $94,229+4.6% | $125,389-21.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 3.80% | 5.29%-1.5pp | 10.68%-6.9pp | 282.24%-278.4pp |
| Employer contribution / active EE | $654 | $4,727-86.2% | $3,587-81.8% | $4,866-86.6% |
| Participant deferral / active EE | $1,740 | $5,179-66.4% | $4,320-59.7% | $5,352-67.5% |
| Admin fee / account holder | $3,632 | $8,392-56.7% | $6,269-42.1% | $9,541-61.9% |