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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 | $52,366 | $55,930-6.4% | $76,089-31.2% | $80,925-35.3% |
| Participation rate | 37.0% | 62.1%-25.1pp | 69.1%-32.1pp | 67.7%-30.7pp |
| Annual return | 12.12% | 20.58%-8.5pp | 360.94%-348.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,328 | $3,051+9.1% | $4,259-21.9% | $4,299-22.6% |
| Admin fee / account holder | $6,435 | $5,241+22.8% | $6,418+0.3% | $6,940-7.3% |