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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 | $194,655 | $81,276+139.5% | $155,574+25.1% | $80,925+140.5% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.7%-31.9pp |
| Annual return | 11.46% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,050 | $3,453+17.3% | $5,629-28.0% | $4,299-5.8% |
| Admin fee / account holder | $17,721 | $7,993+121.7% | $15,914+11.4% | $6,940+155.3% |