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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 | $35,023 | $76,551-54.2% | $123,894-71.7% | $62,881-44.3% |
| Participation rate | 56.8% | 73.0%-16.2pp | 81.4%-24.6pp | 69.3%-12.5pp |
| Annual return | 105.40% | 18.68%+86.7pp | 47.52%+57.9pp | 20.14%+85.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,806 | $4,840+61.3% | $5,984+30.4% | $3,203+143.7% |
| Admin fee / account holder | $629 | $4,826-87.0% | $8,357-92.5% | $4,296-85.4% |