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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 | $113,740 | $64,359+76.7% | $90,161+26.2% | $70,126+62.2% |
| Participation rate | 46.3% | 70.4%-24.1pp | 76.9%-30.6pp | 69.5%-23.2pp |
| Annual return | 17.45% | 28.13%-10.7pp | 34.89%-17.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,351 | $4,389-46.4% | $5,287-55.5% | $3,332-29.4% |
| Admin fee / account holder | $1,095 | $3,945-72.2% | $5,943-81.6% | $4,645-76.4% |