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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 | $118,759 | $71,208+66.8% | $93,681+26.8% | $80,911+46.8% |
| Participation rate | 48.1% | 60.4%-12.2pp | 68.7%-20.6pp | 67.6%-19.5pp |
| Annual return | 11.52% | 11.27%+0.2pp | 133.47%-122.0pp | 35.63%-24.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,898 | $4,035-28.2% | $4,415-34.4% | $4,297-32.5% |
| Admin fee / account holder | $2,184 | $6,951-68.6% | $8,290-73.7% | $6,935-68.5% |