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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 | $74,301 | $51,638+43.9% | $68,368+8.7% | $82,448-9.9% |
| Participation rate | 12.8% | 63.6%-50.8pp | 73.8%-60.9pp | 68.1%-55.2pp |
| Annual return | 19.49% | 37.53%-18.0pp | 292.57%-273.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $151 | $2,047-92.6% | $2,649-94.3% | $2,551-94.1% |
| Participant deferral / active EE | $604 | $2,914-79.3% | $4,123-85.3% | $4,139-85.4% |
| Admin fee / account holder | $1,614 | $4,643-65.2% | $5,150-68.7% | $7,234-77.7% |