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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 | $40,440 | $56,197-28.0% | $67,652-40.2% | $59,633-32.2% |
| Participation rate | 56.3% | 71.5%-15.2pp | 75.7%-19.4pp | 68.7%-12.4pp |
| Annual return | 1.04% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,627 | $2,844-42.8% | $3,560-54.3% | $3,192-49.0% |
| Admin fee / account holder | $1,109 | $3,958-72.0% | $4,821-77.0% | $4,297-74.2% |