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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 | $99,396 | $185,905-46.5% | $170,057-41.6% | $139,487-28.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 16.59% | 60.56%-44.0pp | 53.42%-36.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $764 | $7,597-89.9% | $6,790-88.7% | $4,755-83.9% |
| Participant deferral / active EE | $7,833 | $11,627-32.6% | $10,411-24.8% | $6,713+16.7% |
| Admin fee / account holder | $9,694 | $15,397-37.0% | $12,826-24.4% | $11,407-15.0% |