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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 | $121,106 | $201,344-39.9% | $184,243-34.3% | $145,877-17.0% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 19.47% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,350 | $7,022-80.8% | $6,427-79.0% | $4,663-71.0% |
| Participant deferral / active EE | $7,229 | $9,807-26.3% | $9,132-20.8% | $6,691+8.0% |
| Admin fee / account holder | $5,528 | $16,382-66.3% | $13,914-60.3% | $13,402-58.8% |