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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 | $127,482 | $100,279+27.1% | $81,353+56.7% | $145,884-12.6% |
| Participation rate | 30.4% | 74.3%-43.8pp | 69.5%-39.1pp | 80.3%-49.9pp |
| Annual return | 27.17% | 34.49%-7.3pp | 24.82%+2.3pp | 551.85%-524.7pp |
| Employer contribution / active EE | $156 | $2,979-94.8% | $2,464-93.7% | $4,662-96.7% |
| Participant deferral / active EE | $1,794 | $4,611-61.1% | $3,885-53.8% | $6,690-73.2% |
| Admin fee / account holder | $1,531 | $8,206-81.3% | $5,766-73.4% | $13,392-88.6% |