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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 | $47,892 | $102,422-53.2% | $147,117-67.4% | $80,959-40.8% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 13.00% | 135.16%-122.2pp | 420.54%-407.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $619 | $3,717-83.3% | $4,932-87.4% | $2,757-77.5% |
| Participant deferral / active EE | $6,417 | $6,652-3.5% | $8,065-20.4% | $4,300+49.2% |
| Admin fee / account holder | $1,549 | $7,953-80.5% | $12,993-88.1% | $6,925-77.6% |