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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 | $125,416 | $72,492+73.0% | $87,104+44.0% | $72,975+71.9% |
| Participation rate | 24.0% | 72.8%-48.8pp | 76.9%-52.9pp | 69.5%-45.5pp |
| Annual return | 19.55% | 24.46%-4.9pp | 28.19%-8.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,644 | $3,270-19.1% | $4,048-34.7% | $3,608-26.7% |
| Admin fee / account holder | $19,756 | $5,055+290.8% | $7,491+163.7% | $5,124+285.6% |