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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 | $37,216 | $55,437-32.9% | $155,534-76.1% | $74,459-50.0% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 11.80% | 269.58%-257.8pp | 64.92%-53.1pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $237 | $2,266-89.5% | $4,675-94.9% | $2,626-91.0% |
| Participant deferral / active EE | $1,990 | $2,837-29.8% | $5,630-64.6% | $4,350-54.2% |
| Admin fee / account holder | $2,645 | $1,742+51.8% | $15,900-83.4% | $1,945+36.0% |