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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 | $134,095 | $174,379-23.1% | $152,093-11.8% | $138,895-3.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 13.21% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $282 | $4,652-93.9% | $4,175-93.2% | $4,194-93.3% |
| Participant deferral / active EE | $3,654 | $6,159-40.7% | $5,451-33.0% | $6,396-42.9% |
| Admin fee / account holder | $788 | $16,880-95.3% | $14,497-94.6% | $12,562-93.7% |