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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 | $27,137 | $45,041-39.7% | $63,003-56.9% | $70,131-61.3% |
| Participation rate | 41.9% | 69.5%-27.7pp | 74.8%-33.0pp | 69.5%-27.7pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.59%-72.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $905 | $2,465-63.3% | $3,329-72.8% | $3,332-72.8% |
| Admin fee / account holder | $620 | $2,836-78.1% | $3,600-82.8% | $4,645-86.7% |