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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 | $62,777 | $111,830-43.9% | $93,696-33.0% | $145,884-57.0% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 9.71% | 204.08%-194.4pp | 133.74%-124.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $303 | $3,093-90.2% | $2,422-87.5% | $4,662-93.5% |
| Participant deferral / active EE | $1,481 | $4,920-69.9% | $4,417-66.5% | $6,690-77.9% |
| Admin fee / account holder | $720 | $10,249-93.0% | $8,287-91.3% | $13,392-94.6% |