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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 | $115,477 | $53,596+115.5% | $90,657+27.4% | $64,173+79.9% |
| Participation rate | 58.1% | 64.5%-6.4pp | 74.0%-16.0pp | 69.6%-11.5pp |
| Annual return | -5.17% | 4.41%-9.6pp | 1.89%-7.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,855 | $2,459+16.1% | $3,424-16.6% | $3,470-17.7% |
| Admin fee / account holder | $2,801 | $3,868-27.6% | $4,994-43.9% | $4,887-42.7% |