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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 | $183,267 | $54,541+236.0% | $78,778+132.6% | $70,126+161.3% |
| Participation rate | 52.2% | 60.8%-8.6pp | 69.2%-17.0pp | 69.5%-17.4pp |
| Annual return | 18.74% | 21.07%-2.3pp | 35.62%-16.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,657 | $2,210-25.0% | $2,958-44.0% | $3,332-50.3% |
| Admin fee / account holder | $1,796 | $3,709-51.6% | $5,134-65.0% | $4,645-61.3% |