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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 | $43,956 | $183,516-76.0% | $155,534-71.7% | $145,884-69.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 10.12% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $574 | $5,315-89.2% | $4,675-87.7% | $4,662-87.7% |
| Participant deferral / active EE | $4,812 | $6,467-25.6% | $5,630-14.5% | $6,690-28.1% |
| Admin fee / account holder | $305 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |