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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 | $23,792 | $97,125-75.5% | $86,233-72.4% | $137,256-82.7% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.0%-9.9pp | 80.0%-20.9pp |
| Annual return | 19.52% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,760 | $5,180+49.8% | $4,559+70.2% | $6,407+21.1% |
| Admin fee / account holder | $3,180 | $9,725-67.3% | $8,342-61.9% | $12,270-74.1% |