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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 | $208,422 | $123,155+69.2% | $108,753+91.6% | $155,188+34.3% |
| Participation rate | 59.1% | 75.6%-16.5pp | 71.1%-12.0pp | 80.8%-21.7pp |
| Annual return | 12.65% | 44.73%-32.1pp | 37.47%-24.8pp | 148.84%-136.2pp |
| Employer contribution / active EE | $245 | $2,811-91.3% | $2,427-89.9% | $4,248-94.2% |
| Participant deferral / active EE | $1,162 | $4,623-74.9% | $4,115-71.8% | $6,531-82.2% |
| Admin fee / account holder | $3,556 | $12,126-70.7% | $10,320-65.5% | $14,480-75.4% |