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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 | $44,908 | $65,566-31.5% | $86,235-47.9% | $75,177-40.3% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.1pp |
| Annual return | 16.51% | 46.07%-29.6pp | 1170.03%-1153.5pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,270 | $3,023-58.0% | $3,987-68.1% | $4,126-69.2% |
| Admin fee / account holder | $772 | $5,470-85.9% | $6,856-88.7% | $5,651-86.3% |