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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 | $37,018 | $148,629-75.1% | $135,982-72.8% | $139,487-73.5% |
| Participation rate | 31.3% | 83.9%-52.6pp | 81.9%-50.7pp | 80.3%-49.1pp |
| Annual return | 18.93% | 79.33%-60.4pp | 68.32%-49.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,966 | $8,102-38.7% | $7,760-36.0% | $6,713-26.0% |
| Admin fee / account holder | $1,800 | $12,406-85.5% | $10,767-83.3% | $11,407-84.2% |