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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 | $44,425 | $96,731-54.1% | $123,973-64.2% | $86,983-48.9% |
| Participation rate | 51.1% | 70.0%-18.9pp | 76.7%-25.5pp | 69.5%-18.4pp |
| Annual return | 17.28% | 17.33%-0.1pp | 388.13%-370.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,987 | $4,152-4.0% | $5,247-24.0% | $4,194-4.9% |
| Admin fee / account holder | $1,001 | $8,722-88.5% | $11,799-91.5% | $7,856-87.3% |