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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 | $39,565 | $209,422-81.1% | $178,503-77.8% | $158,982-75.1% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.77% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $955 | $5,707-83.3% | $5,011-80.9% | $4,763-79.9% |
| Participant deferral / active EE | $2,496 | $5,955-58.1% | $5,202-52.0% | $5,983-58.3% |
| Admin fee / account holder | $5,507 | $17,079-67.8% | $13,987-60.6% | $11,252-51.1% |