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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 | $30,619 | $95,383-67.9% | $185,837-83.5% | $85,856-64.3% |
| Participation rate | 14.9% | 68.8%-53.9pp | 81.7%-66.8pp | 69.3%-54.5pp |
| Annual return | 18.11% | 23.59%-5.5pp | 122.08%-104.0pp | 318.58%-300.5pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $987 | $3,423-71.2% | $5,568-82.3% | $3,952-75.0% |
| Admin fee / account holder | $1,492 | $7,213-79.3% | $16,241-90.8% | $6,261-76.2% |