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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 | $109,423 | $106,008+3.2% | $92,240+18.6% | $147,586-25.9% |
| Participation rate | 18.8% | 80.4%-61.7pp | 76.5%-57.7pp | 82.8%-64.1pp |
| Annual return | 23.92% | 50.05%-26.1pp | 176.29%-152.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $671 | $4,333-84.5% | $3,680-81.8% | $4,876-86.2% |
| Participant deferral / active EE | $3,432 | $4,478-23.4% | $3,897-11.9% | $5,439-36.9% |
| Admin fee / account holder | $3,320 | $6,333-47.6% | $5,194-36.1% | $10,886-69.5% |