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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 | $87,078 | $103,000-15.5% | $90,300-3.6% | $152,885-43.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 17.60% | 95.19%-77.6pp | 78.11%-60.5pp | 345.39%-327.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,688 | $4,281-60.6% | $3,884-56.6% | $5,851-71.2% |
| Admin fee / account holder | $1,000 | $6,173-83.8% | $5,353-81.3% | $11,598-91.4% |