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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 | $57,715 | $102,429-43.7% | $147,096-60.8% | $80,925-28.7% |
| Participation rate | 63.2% | 75.9%-12.6pp | 82.2%-18.9pp | 67.7%-4.4pp |
| Annual return | 23.08% | 135.02%-111.9pp | 419.75%-396.7pp | 35.65%-12.6pp |
| Employer contribution / active EE | $771 | $3,716-79.3% | $4,936-84.4% | $2,756-72.0% |
| Participant deferral / active EE | $8,155 | $6,649+22.7% | $8,071+1.0% | $4,299+89.7% |
| Admin fee / account holder | $3,674 | $7,957-53.8% | $13,005-71.7% | $6,940-47.1% |