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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 | $107,507 | $110,410-2.6% | $102,437+4.9% | $145,897-26.3% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 14.38% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $206 | $4,217-95.1% | $3,871-94.7% | $4,663-95.6% |
| Participant deferral / active EE | $4,600 | $5,622-18.2% | $5,060-9.1% | $6,689-31.2% |
| Admin fee / account holder | $580 | $9,745-94.0% | $8,388-93.1% | $13,390-95.7% |