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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 | $77,374 | $157,304-50.8% | $141,197-45.2% | $152,909-49.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.63% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $755 | $5,263-85.7% | $4,736-84.1% | $4,764-84.2% |
| Participant deferral / active EE | $9,030 | $7,111+27.0% | $6,710+34.6% | $5,851+54.3% |
| Admin fee / account holder | $1,150 | $12,126-90.5% | $10,265-88.8% | $11,601-90.1% |