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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 | $94,806 | $63,346+49.7% | $92,239+2.8% | $70,124+35.2% |
| Participation rate | 48.0% | 68.7%-20.7pp | 76.5%-28.5pp | 69.5%-21.5pp |
| Annual return | 17.64% | 530.19%-512.6pp | 176.29%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $466 | $2,471-81.1% | $3,680-87.3% | $2,342-80.1% |
| Participant deferral / active EE | $2,238 | $2,854-21.6% | $3,897-42.6% | $3,332-32.8% |
| Admin fee / account holder | $3,601 | $3,841-6.3% | $5,194-30.7% | $4,645-22.5% |