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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 | $108,082 | $117,895-8.3% | $102,460+5.5% | $145,897-25.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.79% | 31.92%-21.1pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $484 | $3,619-86.6% | $3,025-84.0% | $4,663-89.6% |
| Participant deferral / active EE | $8,396 | $5,736+46.4% | $5,056+66.1% | $6,689+25.5% |
| Admin fee / account holder | $1,033 | $13,353-92.3% | $9,460-89.1% | $13,390-92.3% |