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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 | $144,177 | $73,978+94.9% | $96,515+49.4% | $75,173+91.8% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.4pp |
| Annual return | 14.33% | 26.72%-12.4pp | 35.73%-21.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $283 | $2,931-90.3% | $3,740-92.4% | $2,671-89.4% |
| Participant deferral / active EE | $1,706 | $3,660-53.4% | $4,880-65.0% | $4,126-58.6% |
| Admin fee / account holder | $966 | $5,219-81.5% | $6,735-85.7% | $5,651-82.9% |