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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 | $37,806 | $54,380-30.5% | $68,509-44.8% | $59,633-36.6% |
| Participation rate | 38.8% | 70.2%-31.4pp | 74.7%-36.0pp | 68.7%-29.9pp |
| Annual return | 1.56% | 2.83%-1.3pp | 8.27%-6.7pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,369 | $2,643-48.2% | $3,382-59.5% | $3,192-57.1% |
| Admin fee / account holder | $704 | $3,885-81.9% | $5,275-86.6% | $4,297-83.6% |