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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 | $115,090 | $124,346-7.4% | $111,308+3.4% | $167,536-31.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 9.32% | 37.45%-28.1pp | 54.67%-45.3pp | 478.82%-469.5pp |
| Employer contribution / active EE | $431 | $3,437-87.5% | $2,732-84.2% | $4,839-91.1% |
| Participant deferral / active EE | $1,969 | $5,182-62.0% | $4,487-56.1% | $6,342-68.9% |
| Admin fee / account holder | $2,191 | $10,621-79.4% | $7,965-72.5% | $12,315-82.2% |