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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 | $56,221 | $165,399-66.0% | $149,745-62.5% | $158,982-64.6% |
| Participation rate | 12.5% | 84.6%-72.1pp | 82.5%-70.0pp | 82.0%-69.5pp |
| Annual return | 34.46% | 348.34%-313.9pp | 276.72%-242.3pp | 302.99%-268.5pp |
| Employer contribution / active EE | $588 | $5,105-88.5% | $4,646-87.4% | $4,763-87.7% |
| Participant deferral / active EE | $2,435 | $7,183-66.1% | $6,843-64.4% | $5,983-59.3% |
| Admin fee / account holder | $312 | $10,811-97.1% | $9,312-96.6% | $11,252-97.2% |