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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 | $163,247 | $110,379+47.9% | $102,412+59.4% | $145,884+11.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 24.16% | 24.84%-0.7pp | 24.94%-0.8pp | 551.85%-527.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,741 | $5,622-15.7% | $5,060-6.3% | $6,690-29.1% |
| Admin fee / account holder | $1,193 | $9,745-87.8% | $8,388-85.8% | $13,392-91.1% |