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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 | $130,440 | $71,873+81.5% | $86,698+50.5% | $68,490+90.5% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | 9.91% | 3.54%+6.4pp | 35.96%-26.1pp | -7.85%+17.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,039 | $3,779+139.2% | $4,656+94.1% | $4,028+124.4% |
| Admin fee / account holder | $10,389 | $6,110+70.0% | $7,492+38.7% | $5,403+92.3% |