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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 | $100,893 | $166,242-39.3% | $165,071-38.9% | $145,884-30.8% |
| Participation rate | 22.7% | 82.0%-59.3pp | 78.6%-55.9pp | 80.3%-57.6pp |
| Annual return | 12.88% | 100.44%-87.6pp | 70.17%-57.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $562 | $5,283-89.4% | $4,347-87.1% | $4,662-87.9% |
| Participant deferral / active EE | $3,666 | $6,964-47.4% | $6,035-39.3% | $6,690-45.2% |
| Admin fee / account holder | $1,431 | $16,658-91.4% | $12,695-88.7% | $13,392-89.3% |