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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 | $91,702 | $198,457-53.8% | $170,435-46.2% | $147,586-37.9% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 19.22% | 257.30%-238.1pp | 205.94%-186.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $591 | $6,183-90.4% | $5,432-89.1% | $4,876-87.9% |
| Participant deferral / active EE | $4,264 | $5,629-24.3% | $4,939-13.7% | $5,439-21.6% |
| Admin fee / account holder | $2,044 | $16,852-87.9% | $13,881-85.3% | $10,886-81.2% |