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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 | $41,387 | $53,128-22.1% | $86,582-52.2% | $70,126-41.0% |
| Participation rate | 37.2% | 65.3%-28.1pp | 73.5%-36.3pp | 69.5%-32.3pp |
| Annual return | 18.01% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,598 | $2,695+107.7% | $3,609+55.1% | $3,332+68.0% |
| Admin fee / account holder | $4,489 | $3,584+25.3% | $4,904-8.5% | $4,645-3.4% |