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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 | $30,150 | $77,449-61.1% | $69,483-56.6% | $152,909-80.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.6%-32.9pp | 82.5%-40.8pp |
| Annual return | 16.84% | 39.09%-22.3pp | 28.99%-12.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $374 | $3,316-88.7% | $2,780-86.6% | $4,764-92.2% |
| Participant deferral / active EE | $2,029 | $4,415-54.0% | $3,537-42.6% | $5,851-65.3% |
| Admin fee / account holder | $1,555 | $6,210-75.0% | $3,841-59.5% | $11,601-86.6% |