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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 | $37,274 | $53,583-30.4% | $114,563-67.5% | $64,340-42.1% |
| Participation rate | 21.9% | 47.4%-25.5pp | 72.9%-51.0pp | 55.2%-33.4pp |
| Annual return | 23.28% | 24.51%-1.2pp | 241.09%-217.8pp | 24.14%-0.9pp |
| Employer contribution / active EE | $0 | $1,087-100.0% | $2,592-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,109 | $2,134+45.7% | $4,142-24.9% | $2,980+4.3% |
| Admin fee / account holder | $1,178 | $3,206-63.3% | $7,623-84.6% | $3,703-68.2% |