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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 | $46,744 | $96,731-51.7% | $123,973-62.3% | $86,983-46.3% |
| Participation rate | 34.3% | 70.0%-35.7pp | 76.7%-42.4pp | 69.5%-35.3pp |
| Annual return | 17.13% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $538 | $3,297-83.7% | $4,126-87.0% | $2,584-79.2% |
| Participant deferral / active EE | $3,429 | $4,152-17.4% | $5,247-34.6% | $4,194-18.2% |
| Admin fee / account holder | $3,244 | $8,722-62.8% | $11,799-72.5% | $7,856-58.7% |