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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 | $37,861 | $56,200-32.6% | $67,653-44.0% | $59,633-36.5% |
| Participation rate | 49.4% | 71.5%-22.1pp | 75.7%-26.3pp | 68.7%-19.3pp |
| Annual return | 2.18% | 18506.71%-18504.5pp | 6625.22%-6623.0pp | 2041.40%-2039.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,615 | $2,843-8.0% | $3,560-26.5% | $3,192-18.1% |
| Admin fee / account holder | $969 | $3,959-75.5% | $4,821-79.9% | $4,297-77.4% |