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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 | $113,571 | $142,354-20.2% | $125,529-9.5% | $155,188-26.8% |
| Participation rate | 47.6% | 78.1%-30.4pp | 74.7%-27.1pp | 80.8%-33.2pp |
| Annual return | 11.65% | 306.06%-294.4pp | 202.56%-190.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $334 | $3,501-90.5% | $3,058-89.1% | $4,248-92.1% |
| Participant deferral / active EE | $2,732 | $5,491-50.2% | $4,813-43.2% | $6,531-58.2% |
| Admin fee / account holder | $40,658 | $19,392+109.7% | $16,298+149.5% | $14,480+180.8% |