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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 | $121,936 | $86,298+41.3% | $111,308+9.5% | $85,847+42.0% |
| Participation rate | 41.3% | 73.3%-32.0pp | 77.3%-36.0pp | 69.3%-28.0pp |
| Annual return | 25.05% | 19.99%+5.1pp | 54.67%-29.6pp | 318.61%-293.6pp |
| Employer contribution / active EE | $4 | $2,044-99.8% | $2,732-99.9% | $2,565-99.8% |
| Participant deferral / active EE | $2,452 | $3,641-32.6% | $4,487-45.4% | $3,952-38.0% |
| Admin fee / account holder | $4,020 | $8,189-50.9% | $7,965-49.5% | $6,261-35.8% |