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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 | $93,140 | $86,940+7.1% | $102,434-9.1% | $80,935+15.1% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.4pp | 67.7%-10.5pp |
| Annual return | 14.14% | 18.89%-4.8pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $671 | $2,370-71.7% | $3,023-77.8% | $2,757-75.7% |
| Participant deferral / active EE | $2,243 | $4,121-45.6% | $5,055-55.6% | $4,299-47.8% |
| Admin fee / account holder | $10,841 | $8,047+34.7% | $9,462+14.6% | $6,924+56.6% |