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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 | $84,249 | $159,934-47.3% | $147,005-42.7% | $145,959-42.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.28% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $796 | $5,287-84.9% | $4,934-83.9% | $4,661-82.9% |
| Participant deferral / active EE | $3,067 | $8,427-63.6% | $8,070-62.0% | $6,689-54.1% |
| Admin fee / account holder | $2,566 | $15,053-83.0% | $13,006-80.3% | $13,398-80.8% |