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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 | $54,655 | $100,262-45.5% | $81,370-32.8% | $145,897-62.5% |
| Participation rate | 17.4% | 74.3%-56.9pp | 69.5%-52.2pp | 80.3%-62.9pp |
| Annual return | 10.48% | 34.52%-24.0pp | 24.85%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $308 | $2,979-89.6% | $2,464-87.5% | $4,663-93.4% |
| Participant deferral / active EE | $2,734 | $4,612-40.7% | $3,885-29.6% | $6,689-59.1% |
| Admin fee / account holder | $1,405 | $8,163-82.8% | $5,749-75.6% | $13,390-89.5% |