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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 | $126,819 | $176,105-28.0% | $159,474-20.5% | $167,536-24.3% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 21.20% | 331.91%-310.7pp | 263.68%-242.5pp | 478.82%-457.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,133 | $7,751-33.8% | $7,353-30.2% | $6,342-19.1% |
| Admin fee / account holder | $372 | $12,559-97.0% | $10,802-96.6% | $12,315-97.0% |