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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 | $148,973 | $157,296-5.3% | $141,191+5.5% | $152,897-2.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 19.64% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $917 | $5,262-82.6% | $4,736-80.6% | $4,764-80.8% |
| Participant deferral / active EE | $2,974 | $7,111-58.2% | $6,710-55.7% | $5,851-49.2% |
| Admin fee / account holder | $1,475 | $12,125-87.8% | $10,264-85.6% | $11,599-87.3% |