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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 | $159,543 | $88,672+79.9% | $105,223+51.6% | $82,448+93.5% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 13.36% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $704 | $3,048-76.9% | $3,689-80.9% | $2,551-72.4% |
| Participant deferral / active EE | $1,722 | $4,036-57.3% | $5,072-66.1% | $4,139-58.4% |
| Admin fee / account holder | $1,819 | $7,146-74.5% | $8,859-79.5% | $7,234-74.9% |