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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 | $56,504 | $76,551-26.2% | $123,894-54.4% | $62,881-10.1% |
| Participation rate | 55.9% | 73.0%-17.1pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 17.93% | 18.68%-0.7pp | 47.52%-29.6pp | 20.14%-2.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,424 | $4,840+12.1% | $5,984-9.4% | $3,203+69.3% |
| Admin fee / account holder | $3,552 | $4,826-26.4% | $8,357-57.5% | $4,296-17.3% |