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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 | $106,948 | $223,823-52.2% | $211,142-49.3% | $154,746-30.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 20.13% | 50.39%-30.3pp | 46.84%-26.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,335 | $6,787-80.3% | $6,442-79.3% | $4,379-69.5% |
| Participant deferral / active EE | $11,306 | $9,750+16.0% | $9,284+21.8% | $6,730+68.0% |
| Admin fee / account holder | $392 | $19,707-98.0% | $19,076-97.9% | $14,365-97.3% |