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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 | $111,850 | $84,236+32.8% | $170,435-34.4% | $70,126+59.5% |
| Participation rate | 21.6% | 70.8%-49.2pp | 83.6%-62.0pp | 69.5%-47.9pp |
| Annual return | 20.19% | 23.06%-2.9pp | 205.94%-185.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $294 | $3,387-91.3% | $5,432-94.6% | $2,343-87.4% |
| Participant deferral / active EE | $839 | $3,086-72.8% | $4,939-83.0% | $3,332-74.8% |
| Admin fee / account holder | $1,215 | $5,698-78.7% | $13,881-91.2% | $4,645-73.8% |