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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 | $123,574 | $183,539-32.7% | $155,556-20.6% | $145,897-15.3% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 17.82% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,593 | $6,467-59.9% | $5,631-54.0% | $6,689-61.2% |
| Admin fee / account holder | $1,858 | $19,275-90.4% | $15,885-88.3% | $13,390-86.1% |