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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 | $95,633 | $111,878-14.5% | $93,727+2.0% | $145,897-34.5% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 9.18% | 204.28%-195.1pp | 133.83%-124.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $366 | $3,092-88.2% | $2,421-84.9% | $4,663-92.1% |
| Participant deferral / active EE | $1,358 | $4,920-72.4% | $4,417-69.3% | $6,689-79.7% |
| Admin fee / account holder | $430 | $10,256-95.8% | $8,292-94.8% | $13,390-96.8% |