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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 | $58,727 | $63,845-8.0% | $81,370-27.8% | $80,959-27.5% |
| Participation rate | 39.0% | 63.9%-24.9pp | 69.5%-30.5pp | 67.7%-28.6pp |
| Annual return | 218.48% | 16.37%+202.1pp | 24.85%+193.6pp | 35.67%+182.8pp |
| Employer contribution / active EE | $368 | $1,980-81.4% | $2,464-85.1% | $2,757-86.7% |
| Participant deferral / active EE | $2,650 | $3,093-14.3% | $3,885-31.8% | $4,300-38.4% |
| Admin fee / account holder | $456 | $5,688-92.0% | $5,749-92.1% | $6,925-93.4% |