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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 | $164,714 | $147,556+11.6% | $129,031+27.7% | $198,609-17.1% |
| Participation rate | 60.9% | 77.2%-16.4pp | 73.4%-12.5pp | 82.4%-21.5pp |
| Annual return | 14.26% | 37.41%-23.1pp | 34.67%-20.4pp | 202.70%-188.4pp |
| Employer contribution / active EE | $408 | $3,645-88.8% | $3,226-87.4% | $5,055-91.9% |
| Participant deferral / active EE | $2,078 | $5,760-63.9% | $5,217-60.2% | $6,977-70.2% |
| Admin fee / account holder | $2,014 | $15,467-87.0% | $13,208-84.8% | $19,030-89.4% |