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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 | $28,393 | $61,125-53.5% | $94,057-69.8% | $87,485-67.5% |
| Participation rate | 61.9% | 64.1%-2.2pp | 73.3%-11.4pp | 68.9%-7.0pp |
| Annual return | 31.49% | 35.20%-3.7pp | 480.62%-449.1pp | 26.06%+5.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,707 | $3,260+13.7% | $4,709-21.3% | $4,274-13.3% |
| Admin fee / account holder | $892 | $5,629-84.2% | $7,244-87.7% | $7,775-88.5% |