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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 | $110,777 | $59,839+85.1% | $81,991+35.1% | $79,852+38.7% |
| Participation rate | 53.7% | 61.6%-7.9pp | 69.3%-15.5pp | 69.6%-15.9pp |
| Annual return | 27.71% | 17.56%+10.1pp | 41.31%-13.6pp | 31.72%-4.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,700 | $2,695+37.3% | $3,722-0.6% | $3,740-1.1% |
| Admin fee / account holder | $6,761 | $4,287+57.7% | $5,665+19.3% | $5,306+27.4% |