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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 | $46,086 | $108,882-57.7% | $96,754-52.4% | $154,746-70.2% |
| Participation rate | 38.1% | 75.1%-37.0pp | 70.3%-32.2pp | 80.7%-42.6pp |
| Annual return | 16.46% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,066 | $5,323-80.0% | $4,758-77.6% | $6,730-84.2% |
| Admin fee / account holder | $2,488 | $10,200-75.6% | $8,905-72.1% | $14,365-82.7% |