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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 | $72,767 | $109,782-33.7% | $260,467-72.1% | $94,015-22.6% |
| Participation rate | 25.9% | 67.2%-41.3pp | 80.5%-54.5pp | 70.8%-44.9pp |
| Annual return | 16.84% | 18.60%-1.8pp | 100.60%-83.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,207 | $4,044-45.4% | $6,319-65.1% | $4,249-48.1% |
| Admin fee / account holder | $330 | $11,958-97.2% | $15,461-97.9% | $8,951-96.3% |