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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 | $87,486 | $53,837+62.5% | $75,714+15.5% | $85,847+1.9% |
| Participation rate | 12.9% | 69.1%-56.1pp | 74.8%-61.9pp | 69.3%-56.4pp |
| Annual return | 14.10% | 24.54%-10.4pp | 104.62%-90.5pp | 318.61%-304.5pp |
| Employer contribution / active EE | $163 | $2,017-91.9% | $2,744-94.1% | $2,565-93.6% |
| Participant deferral / active EE | $1,088 | $2,895-62.4% | $3,820-71.5% | $3,952-72.5% |
| Admin fee / account holder | $436 | $3,339-86.9% | $3,619-88.0% | $6,261-93.0% |