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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 | $49,346 | $160,028-69.2% | $147,080-66.5% | $145,884-66.2% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 15.36% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $565 | $5,286-89.3% | $4,933-88.5% | $4,662-87.9% |
| Participant deferral / active EE | $3,730 | $8,422-55.7% | $8,066-53.8% | $6,690-44.2% |
| Admin fee / account holder | $566 | $15,030-96.2% | $12,989-95.6% | $13,392-95.8% |