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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 | $68,965 | $115,814-40.5% | $101,275-31.9% | $158,982-56.6% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.7pp | 82.0%-18.8pp |
| Annual return | 25.70% | 56.16%-30.5pp | 46.48%-20.8pp | 302.99%-277.3pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,678 | $4,958-25.8% | $4,371-15.9% | $5,983-38.5% |
| Admin fee / account holder | $745 | $7,249-89.7% | $5,948-87.5% | $11,252-93.4% |