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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 | $80,789 | $66,402+21.7% | $109,907-26.5% | $85,847-5.9% |
| Participation rate | 63.8% | 63.9%0pp | 74.2%-10.4pp | 69.3%-5.5pp |
| Annual return | 14.24% | 19.59%-5.4pp | 29.46%-15.2pp | 318.61%-304.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,665 | $2,842-6.3% | $4,047-34.2% | $3,952-32.6% |
| Admin fee / account holder | $8,268 | $4,557+81.4% | $6,069+36.2% | $6,261+32.1% |