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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 | $97,586 | $107,363-9.1% | $92,909+5.0% | $152,897-36.2% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.5%-20.5pp |
| Annual return | 22.61% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $679 | $4,222-83.9% | $3,653-81.4% | $4,764-85.8% |
| Participant deferral / active EE | $1,990 | $4,848-58.9% | $4,238-53.0% | $5,851-66.0% |
| Admin fee / account holder | $3,671 | $7,082-48.2% | $5,795-36.7% | $11,599-68.4% |