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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 | $93,747 | $211,224-55.6% | $178,505-47.5% | $145,897-35.7% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 8.21% | 30.28%-22.1pp | 27.16%-18.9pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,763 | $6,966-31.6% | $6,280-24.2% | $6,689-28.8% |
| Admin fee / account holder | $318 | $12,109-97.4% | $10,428-97.0% | $13,390-97.6% |