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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 | $80,890 | $180,749-55.2% | $160,784-49.7% | $137,256-41.1% |
| Participation rate | 38.5% | 80.0%-41.5pp | 77.0%-38.5pp | 80.0%-41.5pp |
| Annual return | 16.06% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $384 | $4,155-90.8% | $3,733-89.7% | $4,156-90.8% |
| Participant deferral / active EE | $3,751 | $6,844-45.2% | $6,293-40.4% | $6,407-41.4% |
| Admin fee / account holder | $1,249 | $10,397-88.0% | $9,717-87.1% | $12,270-89.8% |