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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 | $32,812 | $38,365-14.5% | $84,623-61.2% | $65,185-49.7% |
| Participation rate | 32.1% | 55.7%-23.5pp | 68.2%-36.1pp | 70.2%-38.1pp |
| Annual return | 19.30% | 32.00%-12.7pp | 258.77%-239.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,506 | $2,278-33.9% | $3,899-61.4% | $3,514-57.1% |
| Admin fee / account holder | $1,148 | $451+154.4% | $4,913-76.6% | $847+35.5% |