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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 | $84,787 | $228,352-62.9% | $185,835-54.4% | $158,966-46.7% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 19.46% | 40.81%-21.4pp | 35.96%-16.5pp | 302.95%-283.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,321 | $6,416-1.5% | $5,633+12.2% | $5,983+5.7% |
| Admin fee / account holder | $736 | $11,867-93.8% | $9,502-92.3% | $11,250-93.5% |