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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 | $29,864 | $127,386-76.6% | $115,037-74.0% | $125,388-76.2% |
| Participation rate | 56.5% | 84.2%-27.6pp | 81.4%-24.8pp | 83.2%-26.7pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $31 | $5,166-99.4% | $4,608-99.3% | $4,866-99.4% |
| Participant deferral / active EE | $3,231 | $6,423-49.7% | $6,026-46.4% | $5,352-39.6% |
| Admin fee / account holder | $1,299 | $9,516-86.4% | $8,175-84.1% | $9,541-86.4% |