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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 | $48,522 | $198,462-75.6% | $170,439-71.5% | $147,585-67.1% |
| Participation rate | 43.5% | 88.0%-44.5pp | 83.6%-40.1pp | 82.8%-39.4pp |
| Annual return | 10.03% | 257.30%-247.3pp | 205.94%-195.9pp | 578.58%-568.6pp |
| Employer contribution / active EE | $116 | $6,184-98.1% | $5,433-97.9% | $4,876-97.6% |
| Participant deferral / active EE | $2,033 | $5,629-63.9% | $4,939-58.9% | $5,439-62.6% |
| Admin fee / account holder | $1,174 | $16,852-93.0% | $13,881-91.5% | $10,886-89.2% |