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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 | $55,617 | $51,878+7.2% | $68,368-18.6% | $79,634-30.2% |
| Participation rate | 20.7% | 53.7%-33.0pp | 73.8%-53.0pp | 62.5%-41.8pp |
| Annual return | 14.47% | 137.43%-123.0pp | 292.57%-278.1pp | 36.46%-22.0pp |
| Employer contribution / active EE | $198 | $1,931-89.7% | $2,649-92.5% | $2,529-92.2% |
| Participant deferral / active EE | $1,216 | $2,577-52.8% | $4,123-70.5% | $3,835-68.3% |
| Admin fee / account holder | $3,868 | $942+310.5% | $5,150-24.9% | $1,002+286.0% |