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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 | $43,199 | $49,976-13.6% | $66,674-35.2% | $82,637-47.7% |
| Participation rate | 40.0% | 63.1%-23.1pp | 73.7%-33.7pp | 68.1%-28.1pp |
| Annual return | 17.61% | 39.09%-21.5pp | 321.24%-303.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,607 | $2,847-43.6% | $4,084-60.7% | $4,126-61.1% |
| Admin fee / account holder | $717 | $4,594-84.4% | $5,098-85.9% | $7,339-90.2% |