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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 | $101,082 | $91,559+10.4% | $133,978-24.6% | $79,856+26.6% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 14.87% | 61.85%-47.0pp | 45.10%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,096 | $3,734+63.3% | $5,047+20.8% | $3,741+63.0% |
| Admin fee / account holder | $7,149 | $6,321+13.1% | $8,930-19.9% | $5,306+34.7% |