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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 | $36,913 | $53,128-30.5% | $86,582-57.4% | $70,126-47.4% |
| Participation rate | 39.4% | 65.3%-25.9pp | 73.5%-34.2pp | 69.5%-30.1pp |
| Annual return | 19.71% | 27.66%-8.0pp | 965.08%-945.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,061 | $2,695+50.7% | $3,609+12.6% | $3,332+21.9% |
| Admin fee / account holder | $2,627 | $3,584-26.7% | $4,904-46.4% | $4,645-43.4% |