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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 | $145,249 | $165,381-12.2% | $149,730-3.0% | $158,966-8.6% |
| Participation rate | 17.6% | 84.6%-66.9pp | 82.5%-64.8pp | 82.0%-64.3pp |
| Annual return | 9.89% | 348.29%-338.4pp | 276.70%-266.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $537 | $5,104-89.5% | $4,645-88.4% | $4,762-88.7% |
| Participant deferral / active EE | $4,207 | $7,182-41.4% | $6,843-38.5% | $5,983-29.7% |
| Admin fee / account holder | $109,703 | $10,809+914.9% | $9,310+1078.3% | $11,250+875.1% |