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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 | $82,983 | $183,627-54.8% | $155,602-46.7% | $145,978-43.2% |
| Participation rate | 15.8% | 82.7%-66.9pp | 78.2%-62.4pp | 80.3%-64.5pp |
| Annual return | 26.44% | 61.32%-34.9pp | 64.81%-38.4pp | 550.52%-524.1pp |
| Employer contribution / active EE | $303 | $5,316-94.3% | $4,675-93.5% | $4,662-93.5% |
| Participant deferral / active EE | $2,460 | $6,466-61.9% | $5,629-56.3% | $6,690-63.2% |
| Admin fee / account holder | $362 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |