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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 | $32,118 | $49,897-35.6% | $80,648-60.2% | $75,177-57.3% |
| Participation rate | 10.8% | 55.3%-44.5pp | 67.0%-56.2pp | 67.2%-56.4pp |
| Annual return | 20.75% | 34.68%-13.9pp | 937.21%-916.5pp | 160.75%-140.0pp |
| Employer contribution / active EE | $247 | $1,699-85.4% | $2,724-90.9% | $2,671-90.7% |
| Participant deferral / active EE | $1,099 | $2,992-63.3% | $4,443-75.3% | $4,126-73.4% |
| Admin fee / account holder | $2,265 | $3,579-36.7% | $5,382-57.9% | $5,651-59.9% |