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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 | $16,722 | $48,053-65.2% | $84,637-80.2% | $72,976-77.1% |
| Participation rate | 57.3% | 57.6%-0.3pp | 68.2%-10.9pp | 69.5%-12.2pp |
| Annual return | 40.25% | 37.39%+2.9pp | 258.82%-218.6pp | 81.02%-40.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,374 | $2,681+100.5% | $3,900+37.8% | $3,608+49.0% |
| Admin fee / account holder | $1,699 | $3,395-50.0% | $4,914-65.4% | $5,124-66.8% |