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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 | $89,398 | $85,766+4.2% | $136,298-34.4% | $70,126+27.5% |
| Participation rate | 41.7% | 74.2%-32.5pp | 81.9%-40.3pp | 69.5%-27.9pp |
| Annual return | 16.14% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,210 | $5,051-56.2% | $6,247-64.6% | $3,332-33.7% |
| Admin fee / account holder | $1,784 | $5,421-67.1% | $9,244-80.7% | $4,645-61.6% |