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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 | $46,878 | $70,418-33.4% | $96,570-51.5% | $85,847-45.4% |
| Participation rate | 40.8% | 61.8%-21.0pp | 69.8%-29.0pp | 69.3%-28.5pp |
| Annual return | 16.66% | 18.59%-1.9pp | 37.79%-21.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,215 | $2,894-23.5% | $3,849-42.5% | $3,952-43.9% |
| Admin fee / account holder | $664 | $4,995-86.7% | $6,182-89.3% | $6,261-89.4% |