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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 | $101,043 | $76,371+32.3% | $93,621+7.9% | $72,975+38.5% |
| Participation rate | 58.8% | 71.8%-12.9pp | 75.8%-17.0pp | 69.5%-10.7pp |
| Annual return | 25.30% | 25.82%-0.5pp | 32.76%-7.5pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,126 | $3,538-39.9% | $4,070-47.8% | $3,608-41.1% |
| Admin fee / account holder | $6,218 | $6,839-9.1% | $7,890-21.2% | $5,124+21.4% |