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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 | $141,339 | $78,423+80.2% | $95,964+47.3% | $79,856+77.0% |
| Participation rate | 63.4% | 73.5%-10.1pp | 77.1%-13.7pp | 69.6%-6.2pp |
| Annual return | 18.38% | 19.37%-1.0pp | 91.64%-73.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,062 | $3,440+47.1% | $4,167+21.5% | $3,741+35.3% |
| Admin fee / account holder | $13,449 | $5,622+139.2% | $6,797+97.9% | $5,306+153.4% |