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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 | $49,073 | $50,554-2.9% | $67,681-27.5% | $87,485-43.9% |
| Participation rate | 17.0% | 67.7%-50.7pp | 73.7%-56.7pp | 68.9%-52.0pp |
| Annual return | 11.03% | 17.81%-6.8pp | 590.58%-579.6pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,251 | $2,961-57.8% | $3,976-68.5% | $4,274-70.7% |
| Admin fee / account holder | $517 | $4,132-87.5% | $6,100-91.5% | $7,775-93.4% |