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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 | $66,768 | $54,541+22.4% | $78,778-15.2% | $70,126-4.8% |
| Participation rate | 51.1% | 60.8%-9.7pp | 69.2%-18.1pp | 69.5%-18.4pp |
| Annual return | 14.81% | 21.07%-6.3pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,298 | $2,210+4.0% | $2,958-22.3% | $3,332-31.0% |
| Admin fee / account holder | $7,184 | $3,709+93.7% | $5,134+39.9% | $4,645+54.7% |