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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 | $56,522 | $122,042-53.7% | $184,243-69.3% | $74,429-24.1% |
| Participation rate | 40.8% | 85.5%-44.7pp | 86.8%-46.0pp | 67.2%-26.4pp |
| Annual return | 15.90% | 19.91%-4.0pp | 28.82%-12.9pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,844 | $7,143-18.2% | $9,132-36.0% | $4,348+34.4% |
| Admin fee / account holder | $699 | $1,252-44.2% | $13,914-95.0% | $1,944-64.1% |