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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 | $63,027 | $95,383-33.9% | $185,837-66.1% | $85,856-26.6% |
| Participation rate | 49.4% | 68.8%-19.4pp | 81.7%-32.3pp | 69.3%-20.0pp |
| Annual return | 13.87% | 23.59%-9.7pp | 122.08%-108.2pp | 318.58%-304.7pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,133 | $3,423-66.9% | $5,568-79.6% | $3,952-71.3% |
| Admin fee / account holder | $2,412 | $7,213-66.6% | $16,241-85.1% | $6,261-61.5% |