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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 | $92,970 | $209,336-55.6% | $197,124-52.8% | $137,256-32.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.63% | 48.09%-25.5pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $570 | $6,591-91.3% | $6,227-90.8% | $4,156-86.3% |
| Participant deferral / active EE | $13,048 | $9,614+35.7% | $9,135+42.8% | $6,407+103.7% |
| Admin fee / account holder | $546 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |