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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 | $18,703 | $61,125-69.4% | $94,057-80.1% | $87,485-78.6% |
| Participation rate | 42.9% | 64.1%-21.2pp | 73.3%-30.5pp | 68.9%-26.1pp |
| Annual return | 14.80% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,450 | $3,260-55.5% | $4,709-69.2% | $4,274-66.1% |
| Admin fee / account holder | $2,049 | $5,629-63.6% | $7,244-71.7% | $7,775-73.7% |