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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 | $105,566 | $226,105-53.3% | $182,540-42.2% | $152,897-31.0% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.0%-58.0pp | 82.5%-62.5pp |
| Annual return | 7.96% | 192.58%-184.6pp | 148.58%-140.6pp | 345.43%-337.5pp |
| Employer contribution / active EE | $276 | $4,978-94.5% | $4,076-93.2% | $4,764-94.2% |
| Participant deferral / active EE | $2,761 | $6,370-56.7% | $5,525-50.0% | $5,851-52.8% |
| Admin fee / account holder | $427 | $10,706-96.0% | $8,593-95.0% | $11,599-96.3% |