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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 | $91,917 | $228,352-59.7% | $185,827-50.5% | $158,950-42.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 15.30% | 40.81%-25.5pp | 35.96%-20.7pp | 302.91%-287.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,338 | $6,416-16.8% | $5,633-5.2% | $5,983-10.8% |
| Admin fee / account holder | $866 | $11,867-92.7% | $9,502-90.9% | $11,248-92.3% |