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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 | $124,432 | $133,998-7.1% | $112,263+10.8% | $134,545-7.5% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | 18.82% | 47.17%-28.4pp | 27.49%-8.7pp | 418.37%-399.6pp |
| Employer contribution / active EE | $351 | $4,040-91.3% | $3,636-90.3% | $4,742-92.6% |
| Participant deferral / active EE | $2,056 | $5,292-61.1% | $4,729-56.5% | $6,401-67.9% |
| Admin fee / account holder | $950 | $7,493-87.3% | $6,410-85.2% | $11,431-91.7% |