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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 | $237,779 | $51,638+360.5% | $68,368+247.8% | $82,448+188.4% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 16.97% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $88 | $2,047-95.7% | $2,649-96.7% | $2,551-96.6% |
| Participant deferral / active EE | $1,082 | $2,914-62.9% | $4,123-73.8% | $4,139-73.9% |
| Admin fee / account holder | $2,335 | $4,643-49.7% | $5,150-54.7% | $7,234-67.7% |