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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 | $44,755 | $99,652-55.1% | $78,778-43.2% | $147,586-69.7% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 20.10% | 47.28%-27.2pp | 35.62%-15.5pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,358 | $3,664-8.3% | $2,958+13.5% | $5,439-38.3% |
| Admin fee / account holder | $892 | $7,155-87.5% | $5,134-82.6% | $10,886-91.8% |