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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 | $101,418 | $183,516-44.7% | $155,534-34.8% | $145,884-30.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.51% | 61.43%-41.9pp | 64.92%-45.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,122 | $6,467-5.3% | $5,630+8.7% | $6,690-8.5% |
| Admin fee / account holder | $1,751 | $19,293-90.9% | $15,900-89.0% | $13,392-86.9% |