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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 | $58,408 | $107,363-45.6% | $92,909-37.1% | $152,897-61.8% |
| Participation rate | 17.6% | 79.8%-62.1pp | 76.0%-58.4pp | 82.5%-64.8pp |
| Annual return | 19.32% | 145.63%-126.3pp | 109.44%-90.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $385 | $4,222-90.9% | $3,653-89.5% | $4,764-91.9% |
| Participant deferral / active EE | $2,609 | $4,848-46.2% | $4,238-38.4% | $5,851-55.4% |
| Admin fee / account holder | $2,698 | $7,082-61.9% | $5,795-53.4% | $11,599-76.7% |