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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 | $79,604 | $103,393-23.0% | $87,103-8.6% | $152,909-47.9% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 17.26% | 28.10%-10.8pp | 28.19%-10.9pp | 345.46%-328.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,759 | $4,778-42.3% | $4,049-31.9% | $5,851-52.9% |
| Admin fee / account holder | $788 | $12,195-93.5% | $7,491-89.5% | $11,601-93.2% |