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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 | $64,836 | $118,708-45.4% | $98,920-34.5% | $158,966-59.2% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 19.47% | 372.49%-353.0pp | 196.47%-177.0pp | 302.95%-283.5pp |
| Employer contribution / active EE | $29 | $3,334-99.1% | $2,689-98.9% | $4,762-99.4% |
| Participant deferral / active EE | $2,870 | $5,089-43.6% | $4,245-32.4% | $5,983-52.0% |
| Admin fee / account holder | $1,005 | $10,134-90.1% | $6,643-84.9% | $11,250-91.1% |