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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 | $57,599 | $85,766-32.8% | $136,298-57.7% | $70,126-17.9% |
| Participation rate | 43.7% | 74.2%-30.5pp | 81.9%-38.3pp | 69.5%-25.9pp |
| Annual return | 16.88% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $390 | $2,966-86.8% | $4,696-91.7% | $2,343-83.3% |
| Participant deferral / active EE | $2,560 | $5,051-49.3% | $6,247-59.0% | $3,332-23.2% |
| Admin fee / account holder | $2,924 | $5,421-46.1% | $9,244-68.4% | $4,645-37.0% |