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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 | $66,850 | $65,034+2.8% | $90,970-26.5% | $79,856-16.3% |
| Participation rate | 38.5% | 61.6%-23.2pp | 69.0%-30.6pp | 69.6%-31.2pp |
| Annual return | 10.83% | 30.45%-19.6pp | 134.60%-123.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $117 | $1,247-90.6% | $2,122-94.5% | $2,471-95.3% |
| Participant deferral / active EE | $2,795 | $2,512+11.3% | $3,373-17.1% | $3,741-25.3% |
| Admin fee / account holder | $6,057 | $4,536+33.5% | $5,961+1.6% | $5,306+14.2% |