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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 | $130,283 | $166,242-21.6% | $165,071-21.1% | $145,884-10.7% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 10.99% | 100.44%-89.5pp | 70.17%-59.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $521 | $5,283-90.1% | $4,347-88.0% | $4,662-88.8% |
| Participant deferral / active EE | $2,109 | $6,964-69.7% | $6,035-65.1% | $6,690-68.5% |
| Admin fee / account holder | $18,300 | $16,658+9.9% | $12,695+44.1% | $13,392+36.6% |