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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 | $15,541 | $108,882-85.7% | $96,754-83.9% | $154,746-90.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 15.94% | 98.39%-82.5pp | 82.04%-66.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $317 | $3,018-89.5% | $2,679-88.2% | $4,379-92.8% |
| Participant deferral / active EE | $1,676 | $5,323-68.5% | $4,758-64.8% | $6,730-75.1% |
| Admin fee / account holder | $489 | $10,200-95.2% | $8,905-94.5% | $14,365-96.6% |