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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 | $52,891 | $103,008-48.7% | $90,304-41.4% | $152,897-65.4% |
| Participation rate | 36.8% | 75.9%-39.0pp | 73.3%-36.4pp | 82.5%-45.6pp |
| Annual return | 13.17% | 95.22%-82.1pp | 78.13%-65.0pp | 345.43%-332.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,818 | $4,281-57.5% | $3,885-53.2% | $5,851-68.9% |
| Admin fee / account holder | $63,962 | $6,175+935.9% | $5,354+1094.7% | $11,599+451.4% |