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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 | $31,190 | $61,125-49.0% | $94,057-66.8% | $87,485-64.3% |
| Participation rate | 41.4% | 64.1%-22.7pp | 73.3%-32.0pp | 68.9%-27.6pp |
| Annual return | 21.51% | 35.20%-13.7pp | 480.62%-459.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,753 | $3,260+76.5% | $4,709+22.2% | $4,274+34.6% |
| Admin fee / account holder | $497 | $5,629-91.2% | $7,244-93.1% | $7,775-93.6% |