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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 | $61,519 | $107,944-43.0% | $91,994-33.1% | $152,885-59.8% |
| Participation rate | 37.5% | 81.2%-43.7pp | 78.6%-41.1pp | 82.5%-45.0pp |
| Annual return | 21.96% | 89.26%-67.3pp | 69.03%-47.1pp | 345.39%-323.4pp |
| Employer contribution / active EE | $399 | $4,210-90.5% | $3,452-88.4% | $4,763-91.6% |
| Participant deferral / active EE | $2,661 | $6,365-58.2% | $5,923-55.1% | $5,851-54.5% |
| Admin fee / account holder | $866 | $10,521-91.8% | $7,743-88.8% | $11,598-92.5% |