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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 | $155,683 | $71,208+118.6% | $93,681+66.2% | $80,911+92.4% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.1pp | 67.6%-26.0pp |
| Annual return | 10.33% | 11.27%-0.9pp | 133.47%-123.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,300 | $4,035+6.6% | $4,415-2.6% | $4,297+0.1% |
| Admin fee / account holder | $7,988 | $6,951+14.9% | $8,290-3.6% | $6,935+15.2% |