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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 | $95,568 | $148,582-35.7% | $135,942-29.7% | $139,456-31.5% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 16.14% | 79.26%-63.1pp | 68.28%-52.1pp | 373.45%-357.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,062 | $8,101+24.2% | $7,759+29.7% | $6,711+49.9% |
| Admin fee / account holder | $2,027 | $12,402-83.7% | $10,764-81.2% | $11,407-82.2% |