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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 | $40,703 | $154,159-73.6% | $130,026-68.7% | $139,456-70.8% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.5%-35.0pp | 80.3%-36.8pp |
| Annual return | 16.75% | 32.50%-15.8pp | -137.26%+154.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,022 | $5,292-80.7% | $4,321-76.3% | $4,753-78.5% |
| Participant deferral / active EE | $3,803 | $6,710-43.3% | $5,821-34.7% | $6,711-43.3% |
| Admin fee / account holder | $722 | $14,001-94.8% | $10,608-93.2% | $11,407-93.7% |