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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 | $126,827 | $181,062-30.0% | $158,223-19.8% | $155,188-18.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 79.2%-49.2pp | 80.8%-50.8pp |
| Annual return | 16.91% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $424 | $4,565-90.7% | $4,109-89.7% | $4,248-90.0% |
| Participant deferral / active EE | $3,493 | $6,134-43.1% | $5,467-36.1% | $6,531-46.5% |
| Admin fee / account holder | $13,339 | $18,825-29.1% | $16,047-16.9% | $14,480-7.9% |