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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 | $44,936 | $108,285-58.5% | $77,552-42.1% | $158,982-71.7% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 12.47% | 31.69%-19.2pp | 54.82%-42.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $994 | $2,455-59.5% | $1,861-46.6% | $5,983-83.4% |
| Admin fee / account holder | $1,286 | $3,709-65.3% | $2,859-55.0% | $11,252-88.6% |