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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 | $93,517 | $91,198+2.5% | $178,503-47.6% | $79,856+17.1% |
| Participation rate | 63.3% | 69.2%-6.0pp | 81.9%-18.7pp | 69.6%-6.4pp |
| Annual return | 11.46% | 24.20%-12.7pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $146 | $3,257-95.5% | $5,011-97.1% | $2,471-94.1% |
| Participant deferral / active EE | $3,481 | $3,237+7.5% | $5,202-33.1% | $3,741-6.9% |
| Admin fee / account holder | $11,175 | $6,748+65.6% | $13,987-20.1% | $5,306+110.6% |