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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 | $66,389 | $96,558-31.2% | $80,977-18.0% | $273,972-75.8% |
| Participation rate | 33.3% | 79.1%-45.7pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 8.36% | 15.14%-6.8pp | 17.11%-8.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,956 | $6,598-40.0% | $5,696-30.6% | $5,287-25.2% |
| Admin fee / account holder | $597 | $7,493-92.0% | $5,517-89.2% | $10,133-94.1% |