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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 | $41,028 | $82,133-50.0% | $147,318-72.1% | $64,097-36.0% |
| Participation rate | 67.2% | 62.3%+4.9pp | 82.1%-14.9pp | 55.2%+12.0pp |
| Annual return | 22.15% | 78.78%-56.6pp | 70.43%-48.3pp | 34.64%-12.5pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,946 | $5,407+65.4% | $7,906+13.1% | $3,080+190.5% |
| Admin fee / account holder | $998 | $3,730-73.2% | $13,708-92.7% | $3,454-71.1% |