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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 | $34,174 | $95,415-64.2% | $185,851-81.6% | $85,851-60.2% |
| Participation rate | 32.1% | 68.8%-36.7pp | 81.7%-49.6pp | 69.3%-37.2pp |
| Annual return | 18.93% | 23.59%-4.7pp | 122.11%-103.2pp | 318.63%-299.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,784 | $3,424-47.9% | $5,569-68.0% | $3,952-54.9% |
| Admin fee / account holder | $10,017 | $7,215+38.8% | $16,245-38.3% | $6,261+60.0% |