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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 | $43,969 | $209,428-79.0% | $178,498-75.4% | $158,950-72.3% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 19.12% | 188.78%-169.7pp | 151.09%-132.0pp | 302.91%-283.8pp |
| Employer contribution / active EE | $938 | $5,707-83.6% | $5,011-81.3% | $4,762-80.3% |
| Participant deferral / active EE | $3,186 | $5,955-46.5% | $5,202-38.7% | $5,983-46.7% |
| Admin fee / account holder | $601 | $17,077-96.5% | $13,985-95.7% | $11,248-94.7% |