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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 | $80,311 | $93,345-14.0% | $119,126-32.6% | $87,485-8.2% |
| Participation rate | 34.6% | 68.7%-34.1pp | 75.8%-41.1pp | 68.9%-34.3pp |
| Annual return | 17.00% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $734 | $3,172-76.9% | $4,034-81.8% | $2,596-71.7% |
| Participant deferral / active EE | $2,593 | $4,099-36.7% | $5,318-51.2% | $4,274-39.3% |
| Admin fee / account holder | $696 | $8,039-91.3% | $10,693-93.5% | $7,775-91.0% |