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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 | $149,870 | $184,014-18.6% | $161,149-7.0% | $138,895+7.9% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.8%-25.5pp | 79.9%-26.6pp |
| Annual return | 17.73% | 21.52%-3.8pp | 21.16%-3.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,105 | $5,055-78.1% | $4,360-74.6% | $4,194-73.6% |
| Participant deferral / active EE | $4,334 | $6,909-37.3% | $6,153-29.6% | $6,396-32.2% |
| Admin fee / account holder | $1,167 | $18,027-93.5% | $15,194-92.3% | $12,562-90.7% |