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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 | $77,332 | $96,731-20.1% | $123,973-37.6% | $86,983-11.1% |
| Participation rate | 56.7% | 70.0%-13.4pp | 76.7%-20.0pp | 69.5%-12.9pp |
| Annual return | 16.46% | 17.33%-0.9pp | 388.13%-371.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,342 | $4,152+52.7% | $5,247+20.9% | $4,194+51.2% |
| Admin fee / account holder | $3,886 | $8,722-55.4% | $11,799-67.1% | $7,856-50.5% |