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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 | $76,249 | $176,786-56.9% | $146,643-48.0% | $167,536-54.5% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 16.01% | 24.04%-8.0pp | 22.75%-6.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $460 | $5,161-91.1% | $4,137-88.9% | $4,839-90.5% |
| Participant deferral / active EE | $5,215 | $6,440-19.0% | $5,506-5.3% | $6,342-17.8% |
| Admin fee / account holder | $12,575 | $13,262-5.2% | $10,280+22.3% | $12,315+2.1% |