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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 | $150,621 | $51,606+191.9% | $129,339+16.5% | $80,911+86.2% |
| Participation rate | 29.6% | 57.0%-27.3pp | 69.6%-40.0pp | 67.6%-38.0pp |
| Annual return | 19.81% | 20.76%-1.0pp | 9437.05%-9417.2pp | 35.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,817 | $2,669-31.9% | $4,170-56.4% | $4,297-57.7% |
| Admin fee / account holder | $1,057 | $4,310-75.5% | $7,668-86.2% | $6,935-84.8% |