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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 | $83,953 | $81,208+3.4% | $98,920-15.1% | $79,852+5.1% |
| Participation rate | 59.4% | 72.5%-13.1pp | 76.0%-16.7pp | 69.6%-10.3pp |
| Annual return | 11.08% | 60.99%-49.9pp | 196.47%-185.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,751 | $3,265-15.7% | $4,245-35.2% | $3,740-26.4% |
| Admin fee / account holder | $16,650 | $6,013+176.9% | $6,643+150.7% | $5,306+213.8% |