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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 | $50,586 | $57,590-12.2% | $86,233-41.3% | $82,448-38.6% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 15.19% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,417 | $3,080+43.4% | $4,559-3.1% | $4,139+6.7% |
| Admin fee / account holder | $2,233 | $4,730-52.8% | $8,342-73.2% | $7,234-69.1% |