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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 | $200,447 | $138,386+44.8% | $184,260+8.8% | $80,935+147.7% |
| Participation rate | 30.5% | 83.9%-53.4pp | 86.8%-56.3pp | 67.7%-37.2pp |
| Annual return | 15.84% | 20.02%-4.2pp | 28.84%-13.0pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,893 | $7,076-30.8% | $9,133-46.4% | $4,299+13.8% |
| Admin fee / account holder | $3,146 | $10,489-70.0% | $13,898-77.4% | $6,924-54.6% |