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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 | $71,521 | $81,208-11.9% | $98,916-27.7% | $79,858-10.4% |
| Participation rate | 69.0% | 72.5%-3.5pp | 76.0%-7.1pp | 69.6%-0.7pp |
| Annual return | 15.44% | 60.99%-45.6pp | 196.45%-181.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,386 | $3,265+95.6% | $4,245+50.4% | $3,740+70.7% |
| Admin fee / account holder | $9,795 | $6,013+62.9% | $6,642+47.5% | $5,306+84.6% |