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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 | $34,850 | $165,381-78.9% | $149,730-76.7% | $158,966-78.1% |
| Participation rate | 30.4% | 84.6%-54.1pp | 82.5%-52.0pp | 82.0%-51.5pp |
| Annual return | 14.99% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,823 | $7,182-18.9% | $6,843-14.9% | $5,983-2.7% |
| Admin fee / account holder | $1,399 | $10,809-87.1% | $9,310-85.0% | $11,250-87.6% |