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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 | $102,110 | $159,978-36.2% | $147,041-30.6% | $145,978-30.1% |
| Participation rate | 23.8% | 84.0%-60.2pp | 82.2%-58.4pp | 80.3%-56.5pp |
| Annual return | 15.46% | 98.36%-82.9pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $583 | $5,288-89.0% | $4,935-88.2% | $4,662-87.5% |
| Participant deferral / active EE | $5,236 | $8,429-37.9% | $8,071-35.1% | $6,690-21.7% |
| Admin fee / account holder | $3,843 | $15,053-74.5% | $13,006-70.4% | $13,400-71.3% |