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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 | $36,804 | $150,435-75.5% | $120,580-69.5% | $145,897-74.8% |
| Participation rate | 35.7% | 78.8%-43.1pp | 72.0%-36.2pp | 80.3%-44.6pp |
| Annual return | 12.25% | 154.60%-142.4pp | 107.48%-95.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $700 | $4,352-83.9% | $3,469-79.8% | $4,663-85.0% |
| Participant deferral / active EE | $2,051 | $6,174-66.8% | $4,995-58.9% | $6,689-69.3% |
| Admin fee / account holder | $1,583 | $12,182-87.0% | $9,418-83.2% | $13,390-88.2% |