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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 | $53,881 | $85,171-36.7% | $172,753-68.8% | $72,976-26.2% |
| Participation rate | 57.4% | 70.1%-12.6pp | 82.6%-25.2pp | 69.5%-12.0pp |
| Annual return | 18.34% | 27.32%-9.0pp | 803.00%-784.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,113 | $3,260-35.2% | $5,198-59.4% | $3,608-41.4% |
| Admin fee / account holder | $541 | $5,880-90.8% | $13,956-96.1% | $5,124-89.4% |