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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 | $88,217 | $162,821-45.8% | $133,978-34.2% | $158,982-44.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 26.25% | 41.95%-15.7pp | 45.10%-18.8pp | 302.99%-276.7pp |
| Employer contribution / active EE | $604 | $4,976-87.9% | $3,919-84.6% | $4,763-87.3% |
| Participant deferral / active EE | $3,640 | $5,910-38.4% | $5,047-27.9% | $5,983-39.2% |
| Admin fee / account holder | $3,131 | $11,742-73.3% | $8,930-64.9% | $11,252-72.2% |