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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 | $98,387 | $118,496-17.0% | $98,461-0.1% | $139,466-29.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 16.44% | 18.96%-2.5pp | 21.17%-4.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,672 | $5,393+60.8% | $4,738+83.0% | $6,712+29.2% |
| Admin fee / account holder | $2,486 | $14,056-82.3% | $8,961-72.3% | $11,409-78.2% |