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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 | $111,403 | $183,516-39.3% | $155,534-28.4% | $145,884-23.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 10.82% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $797 | $5,315-85.0% | $4,675-83.0% | $4,662-82.9% |
| Participant deferral / active EE | $5,808 | $6,467-10.2% | $5,630+3.2% | $6,690-13.2% |
| Admin fee / account holder | $1,509 | $19,293-92.2% | $15,900-90.5% | $13,392-88.7% |