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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 | $121,747 | $99,994+21.8% | $146,647-17.0% | $85,851+41.8% |
| Participation rate | 58.1% | 73.1%-15.0pp | 80.1%-22.0pp | 69.3%-11.3pp |
| Annual return | 12.53% | 18.93%-6.4pp | 22.75%-10.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,097 | $4,006+52.2% | $5,506+10.7% | $3,952+54.3% |
| Admin fee / account holder | $9,956 | $7,703+29.3% | $10,281-3.2% | $6,261+59.0% |