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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 | $165,031 | $115,814+42.5% | $101,275+63.0% | $158,982+3.8% |
| Participation rate | 18.8% | 79.4%-60.6pp | 75.8%-57.1pp | 82.0%-63.2pp |
| Annual return | 15.31% | 56.16%-40.8pp | 46.48%-31.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $98 | $4,176-97.7% | $3,660-97.3% | $4,763-97.9% |
| Participant deferral / active EE | $2,562 | $4,958-48.3% | $4,371-41.4% | $5,983-57.2% |
| Admin fee / account holder | $663 | $7,249-90.8% | $5,948-88.8% | $11,252-94.1% |