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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 | $61,889 | $90,486-31.6% | $78,676-21.3% | $273,972-77.4% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | 4.08% | 75.62%-71.5pp | 62.19%-58.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,855 | $3,901+24.5% | $3,517+38.1% | $5,287-8.2% |
| Admin fee / account holder | $450 | $5,263-91.5% | $4,510-90.0% | $10,133-95.6% |