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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 | $67,453 | $107,363-37.2% | $92,909-27.4% | $152,897-55.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.08% | 145.63%-127.5pp | 109.44%-91.4pp | 345.43%-327.3pp |
| Employer contribution / active EE | $692 | $4,222-83.6% | $3,653-81.1% | $4,764-85.5% |
| Participant deferral / active EE | $4,718 | $4,848-2.7% | $4,238+11.3% | $5,851-19.4% |
| Admin fee / account holder | $2,662 | $7,082-62.4% | $5,795-54.1% | $11,599-77.1% |