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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 | $81,440 | $183,988-55.7% | $162,177-49.8% | $152,897-46.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 20.34% | 150.79%-130.4pp | 115.60%-95.3pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,371 | $6,370-78.5% | $5,613-75.6% | $4,764-71.2% |
| Participant deferral / active EE | $4,153 | $8,032-48.3% | $7,297-43.1% | $5,851-29.0% |
| Admin fee / account holder | $1,524 | $13,123-88.4% | $10,843-85.9% | $11,599-86.9% |