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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 | $152,725 | $181,062-15.7% | $158,223-3.5% | $155,188-1.6% |
| Participation rate | 27.3% | 82.7%-55.4pp | 79.2%-51.9pp | 80.8%-53.5pp |
| Annual return | 15.73% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $608 | $4,565-86.7% | $4,109-85.2% | $4,248-85.7% |
| Participant deferral / active EE | $6,707 | $6,134+9.3% | $5,467+22.7% | $6,531+2.7% |
| Admin fee / account holder | $2,577 | $18,825-86.3% | $16,047-83.9% | $14,480-82.2% |