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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 | $138,174 | $165,399-16.5% | $149,745-7.7% | $158,982-13.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.90% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $261 | $5,105-94.9% | $4,646-94.4% | $4,763-94.5% |
| Participant deferral / active EE | $2,816 | $7,183-60.8% | $6,843-58.9% | $5,983-52.9% |
| Admin fee / account holder | $869 | $10,811-92.0% | $9,312-90.7% | $11,252-92.3% |