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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 | $23,496 | $98,240-76.1% | $82,312-71.5% | $147,586-84.1% |
| Participation rate | 54.2% | 79.7%-25.6pp | 76.9%-22.7pp | 82.8%-28.7pp |
| Annual return | 22.06% | 30.85%-8.8pp | 25.88%-3.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,024 | $4,383-31.0% | $3,706-18.4% | $5,439-44.4% |
| Admin fee / account holder | $364 | $8,563-95.7% | $5,608-93.5% | $10,886-96.7% |