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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 | $57,464 | $58,275-1.4% | $81,844-29.8% | $80,935-29.0% |
| Participation rate | 52.1% | 63.5%-11.4pp | 72.4%-20.3pp | 67.7%-15.6pp |
| Annual return | 14.99% | 41.82%-26.8pp | 778.87%-763.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $266 | $2,346-88.6% | $2,916-90.9% | $2,757-90.3% |
| Participant deferral / active EE | $2,776 | $3,285-15.5% | $4,323-35.8% | $4,299-35.4% |
| Admin fee / account holder | $3,235 | $4,749-31.9% | $7,355-56.0% | $6,924-53.3% |