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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 | $32,351 | $183,516-82.4% | $155,534-79.2% | $145,884-77.8% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 10.96% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $687 | $5,315-87.1% | $4,675-85.3% | $4,662-85.3% |
| Participant deferral / active EE | $2,812 | $6,467-56.5% | $5,630-50.1% | $6,690-58.0% |
| Admin fee / account holder | $471 | $19,293-97.6% | $15,900-97.0% | $13,392-96.5% |