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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 | $36,780 | $61,815-40.5% | $97,295-62.2% | $80,959-54.6% |
| Participation rate | 64.3% | 63.5%+0.8pp | 72.7%-8.4pp | 67.7%-3.4pp |
| Annual return | 35.72% | -558.73%+594.4pp | 75.62%-39.9pp | 35.67%0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,807 | $3,027+124.9% | $4,264+59.7% | $4,300+58.3% |
| Admin fee / account holder | $335 | $5,166-93.5% | $5,646-94.1% | $6,925-95.2% |