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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 | $43,587 | $115,810-62.4% | $101,271-57.0% | $158,966-72.6% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 10.92% | 56.15%-45.2pp | 46.48%-35.6pp | 302.95%-292.0pp |
| Employer contribution / active EE | $650 | $4,175-84.4% | $3,660-82.2% | $4,762-86.4% |
| Participant deferral / active EE | $3,958 | $4,958-20.2% | $4,371-9.4% | $5,983-33.8% |
| Admin fee / account holder | $1,913 | $7,248-73.6% | $5,948-67.8% | $11,250-83.0% |