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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 | $71,529 | $78,707-9.1% | $117,861-39.3% | $70,126+2.0% |
| Participation rate | 39.2% | 73.2%-34.0pp | 79.7%-40.4pp | 69.5%-30.3pp |
| Annual return | 19.90% | 23.30%-3.4pp | 335.11%-315.2pp | 73.15%-53.2pp |
| Employer contribution / active EE | $181 | $2,223-91.9% | $3,786-95.2% | $2,343-92.3% |
| Participant deferral / active EE | $1,579 | $3,297-52.1% | $4,482-64.8% | $3,332-52.6% |
| Admin fee / account holder | $873 | $5,066-82.8% | $8,021-89.1% | $4,645-81.2% |