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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 | $59,814 | $144,130-58.5% | $117,861-49.3% | $147,586-59.5% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 21.29% | 531.20%-509.9pp | 335.11%-313.8pp | 578.59%-557.3pp |
| Employer contribution / active EE | $503 | $4,897-89.7% | $3,786-86.7% | $4,876-89.7% |
| Participant deferral / active EE | $2,405 | $5,316-54.8% | $4,482-46.4% | $5,439-55.8% |
| Admin fee / account holder | $2,574 | $10,887-76.4% | $8,021-67.9% | $10,886-76.4% |