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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 | $97,389 | $157,304-38.1% | $141,197-31.0% | $152,909-36.3% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 15.01% | 64.34%-49.3pp | 71.41%-56.4pp | 345.46%-330.5pp |
| Employer contribution / active EE | $685 | $5,263-87.0% | $4,736-85.5% | $4,764-85.6% |
| Participant deferral / active EE | $5,513 | $7,111-22.5% | $6,710-17.8% | $5,851-5.8% |
| Admin fee / account holder | $6,434 | $12,126-46.9% | $10,265-37.3% | $11,601-44.5% |