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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 | $79,112 | $51,222+54.4% | $70,544+12.1% | $75,173+5.2% |
| Participation rate | 18.4% | 61.0%-42.5pp | 68.4%-49.9pp | 67.2%-48.8pp |
| Annual return | 17.77% | 30.06%-12.3pp | 32.79%-15.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $352 | $1,827-80.7% | $2,976-88.2% | $2,671-86.8% |
| Participant deferral / active EE | $2,383 | $2,850-16.4% | $4,568-47.8% | $4,126-42.3% |
| Admin fee / account holder | $3,784 | $4,096-7.6% | $6,427-41.1% | $5,651-33.0% |