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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 | $60,064 | $45,566+31.8% | $64,105-6.3% | $59,633+0.7% |
| Participation rate | 61.3% | 60.2%+1.1pp | 68.2%-6.9pp | 68.7%-7.4pp |
| Annual return | 14.24% | 4.95%+9.3pp | 791.24%-777.0pp | 2041.40%-2027.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,210 | $2,057+56.1% | $2,822+13.8% | $3,192+0.6% |
| Admin fee / account holder | $3,760 | $3,268+15.1% | $4,499-16.4% | $4,297-12.5% |