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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 | $72,938 | $54,541+33.7% | $78,778-7.4% | $70,124+4.0% |
| Participation rate | 20.8% | 60.8%-40.0pp | 69.2%-48.4pp | 69.5%-48.7pp |
| Annual return | 21.56% | 21.07%+0.5pp | 35.62%-14.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,366 | $2,210-38.2% | $2,958-53.8% | $3,332-59.0% |
| Admin fee / account holder | $2,539 | $3,709-31.5% | $5,134-50.5% | $4,645-45.3% |