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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 | $110,559 | $135,956-18.7% | $123,894-10.8% | $273,972-59.6% |
| Participation rate | 56.5% | 84.1%-27.5pp | 81.4%-24.9pp | 83.0%-26.5pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,452 | $6,343+17.5% | $5,984+24.5% | $5,287+41.0% |
| Admin fee / account holder | $4,989 | $9,817-49.2% | $8,357-40.3% | $10,133-50.8% |