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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 | $41,309 | $62,549-34.0% | $85,705-51.8% | $85,851-51.9% |
| Participation rate | 41.7% | 61.1%-19.5pp | 69.9%-28.2pp | 69.3%-27.7pp |
| Annual return | 19.70% | 23.77%-4.1pp | 21.49%-1.8pp | 318.63%-298.9pp |
| Employer contribution / active EE | $139 | $1,755-92.1% | $2,619-94.7% | $2,565-94.6% |
| Participant deferral / active EE | $1,468 | $2,802-47.6% | $3,924-62.6% | $3,952-62.8% |
| Admin fee / account holder | $962 | $4,644-79.3% | $6,877-86.0% | $6,261-84.6% |