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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 | $55,144 | $112,729-51.1% | $98,716-44.1% | $137,256-59.8% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.3%-47.9pp | 80.0%-58.5pp |
| Annual return | 15.97% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,868 | $4,640-38.2% | $4,048-29.1% | $6,407-55.2% |
| Admin fee / account holder | $10,155 | $10,129+0.3% | $8,703+16.7% | $12,270-17.2% |