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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 | $115,585 | $157,276-26.5% | $141,177-18.1% | $152,885-24.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 26.59% | 64.33%-37.7pp | 71.40%-44.8pp | 345.39%-318.8pp |
| Employer contribution / active EE | $771 | $5,262-85.3% | $4,736-83.7% | $4,763-83.8% |
| Participant deferral / active EE | $2,912 | $7,110-59.0% | $6,710-56.6% | $5,851-50.2% |
| Admin fee / account holder | $653 | $12,123-94.6% | $10,263-93.6% | $11,598-94.4% |