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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 | $162,126 | $97,765+65.8% | $103,486+56.7% | $145,884+11.1% |
| Participation rate | 55.6% | 81.1%-25.6pp | 80.5%-25.0pp | 80.3%-24.7pp |
| Annual return | 18.03% | 25.44%-7.4pp | 23.93%-5.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $404 | $4,687-91.4% | $4,679-91.4% | $4,662-91.3% |
| Participant deferral / active EE | $3,969 | $6,606-39.9% | $6,628-40.1% | $6,690-40.7% |
| Admin fee / account holder | $37,312 | $12,505+198.4% | $9,354+298.9% | $13,392+178.6% |