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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 | $37,149 | $112,131-66.9% | $95,964-61.3% | $158,982-76.6% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 16.26% | 171.19%-154.9pp | 91.64%-75.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $157 | $3,199-95.1% | $2,541-93.8% | $4,763-96.7% |
| Participant deferral / active EE | $2,276 | $4,784-52.4% | $4,167-45.4% | $5,983-62.0% |
| Admin fee / account holder | $5,727 | $10,136-43.5% | $6,797-15.8% | $11,252-49.1% |