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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 | $32,106 | $110,307-70.9% | $96,576-66.8% | $139,456-77.0% |
| Participation rate | 35.0% | 78.1%-43.1pp | 76.0%-41.0pp | 80.3%-45.3pp |
| Annual return | 12.17% | 26.40%-14.2pp | 25.87%-13.7pp | 373.45%-361.3pp |
| Employer contribution / active EE | $593 | $3,619-83.6% | $2,965-80.0% | $4,753-87.5% |
| Participant deferral / active EE | $2,045 | $5,547-63.1% | $4,851-57.8% | $6,711-69.5% |
| Admin fee / account holder | $4,896 | $11,597-57.8% | $8,253-40.7% | $11,407-57.1% |