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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 | $111,348 | $57,976+92.1% | $63,018+76.7% | $62,293+78.7% |
| Participation rate | 21.0% | 75.9%-54.9pp | 74.8%-53.8pp | 69.5%-48.5pp |
| Annual return | 11.99% | 17.54%-5.6pp | 87.62%-75.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $586 | $2,415-75.7% | $2,761-78.8% | $2,042-71.3% |
| Participant deferral / active EE | $1,344 | $2,956-54.5% | $3,330-59.6% | $3,169-57.6% |
| Admin fee / account holder | $2,601 | $276+843.4% | $3,601-27.8% | $479+442.7% |