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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 | $168,474 | $81,276+107.3% | $155,574+8.3% | $80,925+108.2% |
| Participation rate | 40.7% | 66.2%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 22.17% | 33.36%-11.2pp | 64.87%-42.7pp | 35.65%-13.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,162 | $3,453+78.5% | $5,629+9.5% | $4,299+43.3% |
| Admin fee / account holder | $23,798 | $7,993+197.7% | $15,914+49.5% | $6,940+242.9% |