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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 | $81,655 | $51,638+58.1% | $68,368+19.4% | $82,448-1.0% |
| Participation rate | 41.8% | 63.6%-21.8pp | 73.8%-32.0pp | 68.1%-26.3pp |
| Annual return | 15.97% | 37.53%-21.6pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $226 | $2,047-89.0% | $2,649-91.5% | $2,551-91.1% |
| Participant deferral / active EE | $1,991 | $2,914-31.7% | $4,123-51.7% | $4,139-51.9% |
| Admin fee / account holder | $1,214 | $4,643-73.9% | $5,150-76.4% | $7,234-83.2% |