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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 | $104,336 | $226,090-53.9% | $182,531-42.8% | $152,885-31.8% |
| Participation rate | 11.1% | 82.5%-71.3pp | 78.0%-66.9pp | 82.5%-71.3pp |
| Annual return | 21.59% | 192.57%-171.0pp | 148.57%-127.0pp | 345.39%-323.8pp |
| Employer contribution / active EE | $430 | $4,978-91.4% | $4,075-89.5% | $4,763-91.0% |
| Participant deferral / active EE | $2,355 | $6,369-63.0% | $5,525-57.4% | $5,851-59.7% |
| Admin fee / account holder | $592 | $10,705-94.5% | $8,593-93.1% | $11,598-94.9% |