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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 | $116,776 | $117,895-0.9% | $102,460+14.0% | $145,897-20.0% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 13.70% | 31.92%-18.2pp | 29.47%-15.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $389 | $3,619-89.3% | $3,025-87.2% | $4,663-91.7% |
| Participant deferral / active EE | $4,025 | $5,736-29.8% | $5,056-20.4% | $6,689-39.8% |
| Admin fee / account holder | $609 | $13,353-95.4% | $9,460-93.6% | $13,390-95.5% |