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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 | $71,273 | $99,875-28.6% | $146,866-51.5% | $86,983-18.1% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.5%-14.0pp | 69.5%-1.0pp |
| Annual return | 36.70% | 28.10%+8.6pp | 102.85%-66.2pp | 25.83%+10.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,132 | $6,322+44.4% | $7,759+17.7% | $4,194+117.8% |
| Admin fee / account holder | $5,073 | $7,838-35.3% | $13,620-62.8% | $7,856-35.4% |