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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 | $69,999 | $209,405-66.6% | $178,486-60.8% | $158,931-56.0% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 8.85% | 188.77%-179.9pp | 151.08%-142.2pp | 302.86%-294.0pp |
| Employer contribution / active EE | $686 | $5,707-88.0% | $5,011-86.3% | $4,761-85.6% |
| Participant deferral / active EE | $2,778 | $5,954-53.3% | $5,202-46.6% | $5,982-53.6% |
| Admin fee / account holder | $1,732 | $17,076-89.9% | $13,985-87.6% | $11,247-84.6% |