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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 | $25,997 | $183,539-85.8% | $155,556-83.3% | $145,897-82.2% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.1pp | 80.3%-28.1pp |
| Annual return | 13.13% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,467 | $6,467-61.8% | $5,631-56.2% | $6,689-63.1% |
| Admin fee / account holder | $1,365 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |