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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 | $57,912 | $58,264-0.6% | $86,617-33.1% | $71,495-19.0% |
| Participation rate | 40.0% | 65.0%-25.0pp | 71.7%-31.7pp | 67.9%-27.9pp |
| Annual return | 14.74% | 21.63%-6.9pp | 591.91%-577.2pp | 28.85%-14.1pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,414 | $3,436-29.7% | $4,437-45.6% | $4,291-43.7% |
| Admin fee / account holder | $2,038 | $1,057+92.8% | $5,613-63.7% | $1,588+28.4% |