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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 | $32,638 | $175,257-81.4% | $149,717-78.2% | $139,456-76.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.11% | 166.70%-149.6pp | 134.41%-117.3pp | 373.45%-356.3pp |
| Employer contribution / active EE | $722 | $5,477-86.8% | $4,820-85.0% | $4,753-84.8% |
| Participant deferral / active EE | $4,688 | $6,521-28.1% | $5,682-17.5% | $6,711-30.2% |
| Admin fee / account holder | $333 | $16,156-97.9% | $13,213-97.5% | $11,407-97.1% |