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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 | $173,317 | $76,834+125.6% | $108,359+59.9% | $87,485+98.1% |
| Participation rate | 28.7% | 61.7%-33.0pp | 70.1%-41.4pp | 68.9%-40.2pp |
| Annual return | 17.26% | 19.09%-1.8pp | 36.89%-19.6pp | 26.06%-8.8pp |
| Employer contribution / active EE | $163 | $1,556-89.6% | $2,399-93.2% | $2,596-93.7% |
| Participant deferral / active EE | $1,409 | $3,100-54.5% | $4,137-65.9% | $4,274-67.0% |
| Admin fee / account holder | $2,024 | $6,537-69.0% | $9,741-79.2% | $7,775-74.0% |