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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 | $200,926 | $93,598+114.7% | $135,974+47.8% | $75,173+167.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 30.17% | 30.89%-0.7pp | 68.30%-38.1pp | 160.72%-130.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,251 | $6,405-33.6% | $7,760-45.2% | $4,126+3.0% |
| Admin fee / account holder | $5,934 | $6,978-15.0% | $10,767-44.9% | $5,651+5.0% |