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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 | $76,614 | $71,230+7.6% | $93,727-18.3% | $80,959-5.4% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.7%-5.2pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,631 | $4,037-10.1% | $4,417-17.8% | $4,300-15.6% |
| Admin fee / account holder | $7,004 | $6,961+0.6% | $8,292-15.5% | $6,925+1.1% |