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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 | $135,149 | $110,379+22.4% | $102,412+32.0% | $145,884-7.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.51% | 24.84%-7.3pp | 24.94%-7.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,295 | $5,622-23.6% | $5,060-15.1% | $6,690-35.8% |
| Admin fee / account holder | $2,114 | $9,745-78.3% | $8,388-74.8% | $13,392-84.2% |