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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 | $65,086 | $183,516-64.5% | $155,534-58.2% | $145,884-55.4% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 21.92% | 61.43%-39.5pp | 64.92%-43.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $263 | $5,315-95.1% | $4,675-94.4% | $4,662-94.4% |
| Participant deferral / active EE | $4,215 | $6,467-34.8% | $5,630-25.1% | $6,690-37.0% |
| Admin fee / account holder | $4,614 | $19,293-76.1% | $15,900-71.0% | $13,392-65.5% |