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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 | $142,827 | $138,312+3.3% | $122,979+16.1% | $155,188-8.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 14.06% | 22.06%-8.0pp | 20.12%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,921 | $5,592-65.7% | $5,003-61.6% | $6,531-70.6% |
| Admin fee / account holder | $3,940 | $15,089-73.9% | $12,864-69.4% | $14,480-72.8% |