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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 | $84,669 | $139,948-39.5% | $121,663-30.4% | $154,746-45.3% |
| Participation rate | 54.2% | 78.0%-23.8pp | 74.5%-20.3pp | 80.7%-26.5pp |
| Annual return | 18.48% | 230.52%-212.0pp | 147.54%-129.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,661 | $5,629-52.7% | $4,887-45.5% | $6,730-60.5% |
| Admin fee / account holder | $4,297 | $17,321-75.2% | $14,289-69.9% | $14,365-70.1% |