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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 | $94,208 | $185,905-49.3% | $170,057-44.6% | $139,487-32.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.77% | 60.56%-44.8pp | 53.42%-37.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,120 | $7,597-85.3% | $6,790-83.5% | $4,755-76.4% |
| Participant deferral / active EE | $3,762 | $11,627-67.6% | $10,411-63.9% | $6,713-44.0% |
| Admin fee / account holder | $2,173 | $15,397-85.9% | $12,826-83.1% | $11,407-81.0% |