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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 | $29,474 | $89,370-67.0% | $141,197-79.1% | $72,976-59.6% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 23.71% | 111.88%-88.2pp | 71.41%-47.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,090 | $5,419-6.1% | $6,710-24.1% | $3,608+41.1% |
| Admin fee / account holder | $812 | $5,957-86.4% | $10,265-92.1% | $5,124-84.2% |