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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 | $71,522 | $124,346-42.5% | $111,308-35.7% | $167,536-57.3% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 13.80% | 37.45%-23.6pp | 54.67%-40.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,584 | $5,182-50.1% | $4,487-42.4% | $6,342-59.3% |
| Admin fee / account holder | $1,407 | $10,621-86.8% | $7,965-82.3% | $12,315-88.6% |