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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 | $144,681 | $115,225+25.6% | $100,712+43.7% | $138,895+4.2% |
| Participation rate | 45.5% | 74.3%-28.9pp | 69.3%-23.8pp | 79.9%-34.5pp |
| Annual return | 16.69% | 40.35%-23.7pp | 33.27%-16.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $278 | $2,771-90.0% | $2,313-88.0% | $4,194-93.4% |
| Participant deferral / active EE | $2,116 | $4,699-55.0% | $4,085-48.2% | $6,396-66.9% |
| Admin fee / account holder | $687 | $10,844-93.7% | $9,256-92.6% | $12,562-94.5% |