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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 | $85,096 | $175,259-51.4% | $149,723-43.2% | $139,487-39.0% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 19.61% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $847 | $5,478-84.5% | $4,821-82.4% | $4,755-82.2% |
| Participant deferral / active EE | $2,534 | $6,522-61.1% | $5,682-55.4% | $6,713-62.2% |
| Admin fee / account holder | $819 | $16,158-94.9% | $13,215-93.8% | $11,407-92.8% |