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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 | $168,441 | $162,136+3.9% | $152,301+10.6% | $154,746+8.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 12.60% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $613 | $4,890-87.5% | $4,624-86.7% | $4,379-86.0% |
| Participant deferral / active EE | $8,400 | $8,341+0.7% | $8,004+5.0% | $6,730+24.8% |
| Admin fee / account holder | $2,253 | $15,759-85.7% | $14,398-84.4% | $14,365-84.3% |