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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 | $50,104 | $109,372-54.2% | $89,414-44.0% | $158,966-68.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 16.02% | 345.55%-329.5pp | 245.50%-229.5pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,644 | $4,598+22.7% | $3,890+45.1% | $5,983-5.7% |
| Admin fee / account holder | $2,991 | $6,156-51.4% | $4,883-38.7% | $11,250-73.4% |