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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 | $117,815 | $80,992+45.5% | $96,534+22.0% | $75,173+56.7% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 14.60% | 27.05%-12.5pp | 25.88%-11.3pp | 160.72%-146.1pp |
| Employer contribution / active EE | $573 | $2,283-74.9% | $2,965-80.7% | $2,671-78.5% |
| Participant deferral / active EE | $5,231 | $3,929+33.1% | $4,851+7.8% | $4,126+26.8% |
| Admin fee / account holder | $21,110 | $6,717+214.3% | $8,253+155.8% | $5,651+273.6% |