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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 | $69,165 | $132,634-47.9% | $115,768-40.3% | $137,256-49.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 16.94% | 160.70%-143.8pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $371 | $3,360-89.0% | $2,940-87.4% | $4,156-91.1% |
| Participant deferral / active EE | $2,094 | $5,619-62.7% | $4,917-57.4% | $6,407-67.3% |
| Admin fee / account holder | $3,688 | $15,028-75.5% | $12,439-70.4% | $12,270-69.9% |