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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 | $130,175 | $81,233+60.2% | $155,567-16.3% | $80,874+61.0% |
| Participation rate | 32.4% | 66.2%-33.9pp | 78.2%-45.8pp | 67.6%-35.3pp |
| Annual return | 17.69% | 33.33%-15.6pp | 64.74%-47.0pp | 35.62%-17.9pp |
| Employer contribution / active EE | $338 | $3,101-89.1% | $4,674-92.8% | $2,756-87.7% |
| Participant deferral / active EE | $1,488 | $3,452-56.9% | $5,628-73.6% | $4,297-65.4% |
| Admin fee / account holder | $7,694 | $7,998-3.8% | $15,916-51.7% | $6,935+10.9% |