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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 | $80,763 | $106,524-24.2% | $152,301-47.0% | $87,485-7.7% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.4%-19.1pp | 68.9%-5.6pp |
| Annual return | 17.65% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,914 | $6,525+67.3% | $8,004+36.4% | $4,274+155.4% |
| Admin fee / account holder | $8,569 | $8,287+3.4% | $14,398-40.5% | $7,775+10.2% |