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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 | $79,122 | $101,795-22.3% | $165,100-52.1% | $80,959-2.3% |
| Participation rate | 24.1% | 71.8%-47.7pp | 78.6%-54.5pp | 67.7%-43.5pp |
| Annual return | 11.87% | 16.73%-4.9pp | 70.21%-58.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,048 | $4,476-54.2% | $6,035-66.1% | $4,300-52.4% |
| Admin fee / account holder | $33,570 | $8,221+308.3% | $12,696+164.4% | $6,925+384.7% |