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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 | $84,669 | $132,099-35.9% | $115,599-26.8% | $138,895-39.0% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.3%-20.1pp | 79.9%-25.8pp |
| Annual return | 18.48% | 176.76%-158.3pp | 111.10%-92.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,661 | $5,617-52.6% | $4,889-45.6% | $6,396-58.4% |
| Admin fee / account holder | $4,297 | $15,650-72.5% | $12,841-66.5% | $12,562-65.8% |