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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 | $111,141 | $93,055+19.4% | $153,643-27.7% | $80,935+37.3% |
| Participation rate | 25.9% | 69.0%-43.1pp | 77.1%-51.2pp | 67.7%-41.7pp |
| Annual return | 19.08% | 19.97%-0.9pp | 15.71%+3.4pp | 35.66%-16.6pp |
| Employer contribution / active EE | $393 | $3,504-88.8% | $5,039-92.2% | $2,757-85.7% |
| Participant deferral / active EE | $2,346 | $5,172-54.6% | $6,754-65.3% | $4,299-45.4% |
| Admin fee / account holder | $1,014 | $8,881-88.6% | $12,739-92.0% | $6,924-85.4% |