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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 | $126,134 | $78,707+60.3% | $117,861+7.0% | $70,126+79.9% |
| Participation rate | 54.5% | 73.2%-18.6pp | 79.7%-25.1pp | 69.5%-15.0pp |
| Annual return | 19.71% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $449 | $2,223-79.8% | $3,786-88.1% | $2,343-80.8% |
| Participant deferral / active EE | $5,142 | $3,297+55.9% | $4,482+14.7% | $3,332+54.3% |
| Admin fee / account holder | $1,015 | $5,066-80.0% | $8,021-87.3% | $4,645-78.2% |