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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 | $97,906 | $100,139-2.2% | $85,187+14.9% | $145,884-32.9% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 12.79% | 84.15%-71.4pp | 66.67%-53.9pp | 551.85%-539.1pp |
| Employer contribution / active EE | $361 | $3,238-88.9% | $2,732-86.8% | $4,662-92.3% |
| Participant deferral / active EE | $1,281 | $5,296-75.8% | $4,525-71.7% | $6,690-80.9% |
| Admin fee / account holder | $1,523 | $7,262-79.0% | $6,162-75.3% | $13,392-88.6% |