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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 | $118,463 | $95,453+24.1% | $112,040+5.7% | $82,448+43.7% |
| Participation rate | 51.6% | 72.8%-21.1pp | 76.5%-24.9pp | 68.1%-16.5pp |
| Annual return | 19.19% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $331 | $2,318-85.7% | $2,954-88.8% | $2,551-87.0% |
| Participant deferral / active EE | $4,455 | $4,224+5.5% | $5,098-12.6% | $4,139+7.6% |
| Admin fee / account holder | $4,376 | $9,013-51.5% | $12,098-63.8% | $7,234-39.5% |