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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 | $28,333 | $165,399-82.9% | $149,745-81.1% | $158,982-82.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.40% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $616 | $5,105-87.9% | $4,646-86.7% | $4,763-87.1% |
| Participant deferral / active EE | $2,363 | $7,183-67.1% | $6,843-65.5% | $5,983-60.5% |
| Admin fee / account holder | $3,372 | $10,811-68.8% | $9,312-63.8% | $11,252-70.0% |