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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 | $93,905 | $217,432-56.8% | $185,849-49.5% | $167,536-43.9% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 10.22% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $703 | $5,875-88.0% | $5,169-86.4% | $4,839-85.5% |
| Participant deferral / active EE | $5,456 | $6,357-14.2% | $5,569-2.0% | $6,342-14.0% |
| Admin fee / account holder | $1,429 | $19,818-92.8% | $16,244-91.2% | $12,315-88.4% |