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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 | $57,235 | $196,972-70.9% | $182,262-68.6% | $198,609-71.2% |
| Participation rate | 20.0% | 85.7%-65.7pp | 84.2%-64.2pp | 82.4%-62.4pp |
| Annual return | 15.30% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $42 | $5,364-99.2% | $5,046-99.2% | $5,055-99.2% |
| Participant deferral / active EE | $6,200 | $8,643-28.3% | $8,276-25.1% | $6,977-11.1% |
| Admin fee / account holder | $647 | $18,429-96.5% | $16,712-96.1% | $19,030-96.6% |