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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 | $65,295 | $98,776-33.9% | $149,745-56.4% | $79,856-18.2% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.8pp | 69.6%-15.9pp |
| Annual return | 16.81% | 27.38%-10.6pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,038 | $5,681+6.3% | $6,843-11.8% | $3,741+61.4% |
| Admin fee / account holder | $401 | $6,053-93.4% | $9,312-95.7% | $5,306-92.4% |