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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 | $50,223 | $183,627-72.6% | $155,602-67.7% | $145,978-65.6% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 12.30% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $566 | $5,316-89.4% | $4,675-87.9% | $4,662-87.9% |
| Participant deferral / active EE | $2,824 | $6,466-56.3% | $5,629-49.8% | $6,690-57.8% |
| Admin fee / account holder | $14,156 | $19,327-26.8% | $15,923-11.1% | $13,400+5.6% |