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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 | $50,249 | $63,346-20.7% | $92,240-45.5% | $70,126-28.3% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.3pp |
| Annual return | 16.17% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $478 | $2,471-80.6% | $3,680-87.0% | $2,343-79.6% |
| Participant deferral / active EE | $2,488 | $2,854-12.8% | $3,897-36.2% | $3,332-25.3% |
| Admin fee / account holder | $3,220 | $3,841-16.2% | $5,194-38.0% | $4,645-30.7% |