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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 | $89,307 | $157,304-43.2% | $141,197-36.8% | $152,909-41.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.89% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $105 | $5,263-98.0% | $4,736-97.8% | $4,764-97.8% |
| Participant deferral / active EE | $7,799 | $7,111+9.7% | $6,710+16.2% | $5,851+33.3% |
| Admin fee / account holder | $1,191 | $12,126-90.2% | $10,265-88.4% | $11,601-89.7% |