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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 | $57,087 | $63,346-9.9% | $92,240-38.1% | $70,126-18.6% |
| Participation rate | 41.0% | 68.7%-27.6pp | 76.5%-35.5pp | 69.5%-28.5pp |
| Annual return | 16.36% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,303 | $2,854-54.4% | $3,897-66.6% | $3,332-60.9% |
| Admin fee / account holder | $1,034 | $3,841-73.1% | $5,194-80.1% | $4,645-77.7% |