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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 | $16,575 | $97,125-82.9% | $86,233-80.8% | $137,256-87.9% |
| Participation rate | 31.3% | 74.2%-42.9pp | 69.0%-37.8pp | 80.0%-48.7pp |
| Annual return | 131.33% | 74.19%+57.1pp | 61.39%+69.9pp | 220.34%-89.0pp |
| Employer contribution / active EE | $247 | $2,841-91.3% | $2,504-90.1% | $4,156-94.1% |
| Participant deferral / active EE | $952 | $5,180-81.6% | $4,559-79.1% | $6,407-85.1% |
| Admin fee / account holder | $5,416 | $9,725-44.3% | $8,342-35.1% | $12,270-55.9% |