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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 | $117,892 | $58,311+102.2% | $81,882+44.0% | $80,959+45.6% |
| Participation rate | 10.2% | 63.5%-53.3pp | 72.4%-62.2pp | 67.7%-57.5pp |
| Annual return | 12.27% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $210 | $2,347-91.0% | $2,916-92.8% | $2,757-92.4% |
| Participant deferral / active EE | $1,351 | $3,287-58.9% | $4,323-68.7% | $4,300-68.6% |
| Admin fee / account holder | $892 | $4,752-81.2% | $7,360-87.9% | $6,925-87.1% |