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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 | $39,081 | $148,629-73.7% | $135,982-71.3% | $139,487-72.0% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 21.77% | 79.33%-57.6pp | 68.32%-46.6pp | 373.84%-352.1pp |
| Employer contribution / active EE | $916 | $5,247-82.5% | $4,859-81.2% | $4,755-80.7% |
| Participant deferral / active EE | $7,870 | $8,102-2.9% | $7,760+1.4% | $6,713+17.2% |
| Admin fee / account holder | $695 | $12,406-94.4% | $10,767-93.5% | $11,407-93.9% |