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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 | $50,901 | $88,203-42.3% | $165,100-69.2% | $74,478-31.7% |
| Participation rate | 58.4% | 73.1%-14.7pp | 78.6%-20.2pp | 67.2%-8.8pp |
| Annual return | 12.60% | 17.13%-4.5pp | 70.21%-57.6pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $542 | $2,601-79.2% | $4,348-87.5% | $2,626-79.4% |
| Participant deferral / active EE | $4,085 | $4,505-9.3% | $6,035-32.3% | $4,350-6.1% |
| Admin fee / account holder | $2,306 | $2,235+3.2% | $12,696-81.8% | $1,946+18.5% |