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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 | $137,111 | $76,551+79.1% | $123,894+10.7% | $62,881+118.0% |
| Participation rate | 35.7% | 73.0%-37.3pp | 81.4%-45.7pp | 69.3%-33.6pp |
| Annual return | 6.59% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $172 | $2,882-94.0% | $4,617-96.3% | $2,281-92.5% |
| Participant deferral / active EE | $2,864 | $4,840-40.8% | $5,984-52.1% | $3,203-10.6% |
| Admin fee / account holder | $10,942 | $4,826+126.7% | $8,357+30.9% | $4,296+154.7% |