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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 | $62,935 | $87,060-27.7% | $105,591-40.4% | $80,911-22.2% |
| Participation rate | 54.8% | 70.4%-15.6pp | 75.3%-20.4pp | 67.6%-12.8pp |
| Annual return | 16.92% | 17.05%-0.1pp | 116.43%-99.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,848 | $3,986-53.6% | $5,008-63.1% | $4,297-57.0% |
| Admin fee / account holder | $4,832 | $8,442-42.8% | $11,024-56.2% | $6,935-30.3% |