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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 | $101,572 | $59,440+70.9% | $78,004+30.2% | $82,637+22.9% |
| Participation rate | 17.5% | 62.8%-45.3pp | 69.4%-51.9pp | 68.1%-50.6pp |
| Annual return | 14.62% | 40.24%-25.6pp | 31.07%-16.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $295 | $1,750-83.2% | $2,469-88.1% | $2,552-88.5% |
| Participant deferral / active EE | $1,875 | $3,138-40.3% | $4,092-54.2% | $4,126-54.6% |
| Admin fee / account holder | $1,403 | $5,504-74.5% | $7,578-81.5% | $7,339-80.9% |