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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 | $25,752 | $183,592-86.0% | $155,574-83.4% | $145,877-82.3% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 14.85% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $163 | $5,317-96.9% | $4,676-96.5% | $4,663-96.5% |
| Participant deferral / active EE | $4,013 | $6,466-37.9% | $5,629-28.7% | $6,691-40.0% |
| Admin fee / account holder | $957 | $19,316-95.0% | $15,914-94.0% | $13,402-92.9% |