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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 | $30,021 | $160,028-81.2% | $147,080-79.6% | $145,884-79.4% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 13.32% | 98.60%-85.3pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $949 | $5,286-82.0% | $4,933-80.8% | $4,662-79.6% |
| Participant deferral / active EE | $4,210 | $8,422-50.0% | $8,066-47.8% | $6,690-37.1% |
| Admin fee / account holder | $3,000 | $15,030-80.0% | $12,989-76.9% | $13,392-77.6% |