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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 | $67,886 | $106,524-36.3% | $152,301-55.4% | $87,485-22.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.4%-22.4pp | 68.9%-8.9pp |
| Annual return | 16.85% | 26.89%-10.0pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,667 | $6,525-43.8% | $8,004-54.2% | $4,274-14.2% |
| Admin fee / account holder | $3,183 | $8,287-61.6% | $14,398-77.9% | $7,775-59.1% |