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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 | $41,823 | $103,387-59.5% | $87,102-52.0% | $152,885-72.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 18.09% | 28.10%-10.0pp | 28.19%-10.1pp | 345.39%-327.3pp |
| Employer contribution / active EE | $396 | $3,221-87.7% | $2,521-84.3% | $4,763-91.7% |
| Participant deferral / active EE | $1,785 | $4,778-62.6% | $4,048-55.9% | $5,851-69.5% |
| Admin fee / account holder | $10,269 | $12,193-15.8% | $7,491+37.1% | $11,598-11.5% |