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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 | $87,941 | $157,276-44.1% | $141,177-37.7% | $152,885-42.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 27.31% | 64.33%-37.0pp | 71.40%-44.1pp | 345.39%-318.1pp |
| Employer contribution / active EE | $829 | $5,262-84.2% | $4,736-82.5% | $4,763-82.6% |
| Participant deferral / active EE | $3,166 | $7,110-55.5% | $6,710-52.8% | $5,851-45.9% |
| Admin fee / account holder | $505 | $12,123-95.8% | $10,263-95.1% | $11,598-95.6% |