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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 | $109,809 | $78,428+40.0% | $95,960+14.4% | $79,852+37.5% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 10.69% | 19.37%-8.7pp | 91.63%-80.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $351 | $1,945-82.0% | $2,541-86.2% | $2,471-85.8% |
| Participant deferral / active EE | $1,851 | $3,440-46.2% | $4,167-55.6% | $3,740-50.5% |
| Admin fee / account holder | $6,948 | $5,622+23.6% | $6,797+2.2% | $5,306+30.9% |