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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 | $156,295 | $157,296-0.6% | $141,191+10.7% | $152,897+2.2% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 15.58% | 64.34%-48.8pp | 71.41%-55.8pp | 345.43%-329.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,241 | $7,111-26.3% | $6,710-21.9% | $5,851-10.4% |
| Admin fee / account holder | $410 | $12,125-96.6% | $10,264-96.0% | $11,599-96.5% |