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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 | $58,441 | $201,264-71.0% | $184,185-68.3% | $145,978-60.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 21.51% | 29.00%-7.5pp | 28.81%-7.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,657 | $9,806-11.7% | $9,132-5.2% | $6,690+29.4% |
| Admin fee / account holder | $14,486 | $16,376-11.5% | $13,909+4.1% | $13,400+8.1% |