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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 | $58,063 | $106,005-45.2% | $92,239-37.1% | $147,585-60.7% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 13.38% | 50.05%-36.7pp | 176.29%-162.9pp | 578.58%-565.2pp |
| Employer contribution / active EE | $565 | $4,333-87.0% | $3,680-84.6% | $4,876-88.4% |
| Participant deferral / active EE | $1,131 | $4,478-74.8% | $3,897-71.0% | $5,439-79.2% |
| Admin fee / account holder | $1,409 | $6,333-77.8% | $5,194-72.9% | $10,886-87.1% |