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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 | $74,847 | $96,524-22.5% | $75,900-1.4% | $152,909-51.1% |
| Participation rate | 41.2% | 76.2%-35.0pp | 69.3%-28.1pp | 82.5%-41.3pp |
| Annual return | 26.68% | 33.93%-7.2pp | 30.73%-4.0pp | 345.46%-318.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,763 | $4,554-61.3% | $3,604-51.1% | $5,851-69.9% |
| Admin fee / account holder | $1,595 | $8,082-80.3% | $5,421-70.6% | $11,601-86.3% |