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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 | $99,292 | $183,592-45.9% | $155,567-36.2% | $145,959-32.0% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 10.76% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $989 | $5,315-81.4% | $4,674-78.8% | $4,661-78.8% |
| Participant deferral / active EE | $5,863 | $6,464-9.3% | $5,628+4.2% | $6,689-12.3% |
| Admin fee / account holder | $1,594 | $19,318-91.8% | $15,916-90.0% | $13,398-88.1% |