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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 | $114,636 | $172,111-33.4% | $150,298-23.7% | $137,256-16.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.20% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $682 | $4,636-85.3% | $4,154-83.6% | $4,156-83.6% |
| Participant deferral / active EE | $5,899 | $6,166-4.3% | $5,453+8.2% | $6,407-7.9% |
| Admin fee / account holder | $329 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |