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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 | $80,798 | $81,504-0.9% | $102,437-21.1% | $80,959-0.2% |
| Participation rate | 51.4% | 66.9%-15.4pp | 74.5%-23.1pp | 67.7%-16.2pp |
| Annual return | 17.53% | 25.60%-8.1pp | 24.95%-7.4pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,383 | $3,871-12.6% | $5,060-33.1% | $4,300-21.3% |
| Admin fee / account holder | $1,993 | $6,719-70.3% | $8,388-76.2% | $6,925-71.2% |