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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 | $15,446 | $55,889-72.4% | $76,119-79.7% | $80,935-80.9% |
| Participation rate | 45.1% | 62.1%-17.0pp | 69.1%-24.0pp | 67.7%-22.6pp |
| Annual return | 13.66% | 20.58%-6.9pp | 361.25%-347.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,559 | $3,051-16.1% | $4,259-39.9% | $4,299-40.5% |
| Admin fee / account holder | $351 | $5,241-93.3% | $6,421-94.5% | $6,924-94.9% |