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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 | $160,460 | $95,453+68.1% | $112,040+43.2% | $82,448+94.6% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 15.89% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $313 | $2,318-86.5% | $2,954-89.4% | $2,551-87.7% |
| Participant deferral / active EE | $8,910 | $4,224+111.0% | $5,098+74.8% | $4,139+115.3% |
| Admin fee / account holder | $15,338 | $9,013+70.2% | $12,098+26.8% | $7,234+112.0% |