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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 | $32,150 | $111,535-71.2% | $105,223-69.4% | $137,256-76.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 12.77% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $29 | $3,939-99.3% | $3,689-99.2% | $4,156-99.3% |
| Participant deferral / active EE | $3,163 | $5,500-42.5% | $5,072-37.6% | $6,407-50.6% |
| Admin fee / account holder | $518 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |