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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 | $59,138 | $61,815-4.3% | $97,295-39.2% | $80,959-27.0% |
| Participation rate | 69.4% | 63.5%+6.0pp | 72.7%-3.2pp | 67.7%+1.8pp |
| Annual return | 14.23% | -558.73%+573.0pp | 75.62%-61.4pp | 35.67%-21.4pp |
| Employer contribution / active EE | $330 | $1,836-82.0% | $2,723-87.9% | $2,757-88.0% |
| Participant deferral / active EE | $1,222 | $3,027-59.6% | $4,264-71.3% | $4,300-71.6% |
| Admin fee / account holder | $3,653 | $5,166-29.3% | $5,646-35.3% | $6,925-47.3% |