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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 | $86,246 | $111,535-22.7% | $105,223-18.0% | $137,256-37.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $540 | $3,939-86.3% | $3,689-85.4% | $4,156-87.0% |
| Participant deferral / active EE | $4,112 | $5,500-25.2% | $5,072-18.9% | $6,407-35.8% |
| Admin fee / account holder | $1,313 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |