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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 | $144,211 | $55,889+158.0% | $76,119+89.5% | $80,935+78.2% |
| Participation rate | 31.3% | 62.1%-30.8pp | 69.1%-37.8pp | 67.7%-36.4pp |
| Annual return | 21.57% | 20.58%+1.0pp | 361.25%-339.7pp | 35.66%-14.1pp |
| Employer contribution / active EE | $264 | $1,866-85.9% | $2,693-90.2% | $2,757-90.4% |
| Participant deferral / active EE | $2,230 | $3,051-26.9% | $4,259-47.6% | $4,299-48.1% |
| Admin fee / account holder | $1,363 | $5,241-74.0% | $6,421-78.8% | $6,924-80.3% |