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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 | $162,302 | $185,883-12.7% | $170,043-4.6% | $139,466+16.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 21.10% | 60.54%-39.4pp | 53.40%-32.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,298 | $7,596-82.9% | $6,790-80.9% | $4,754-72.7% |
| Participant deferral / active EE | $3,586 | $11,626-69.2% | $10,410-65.6% | $6,712-46.6% |
| Admin fee / account holder | $183,971 | $15,393+1095.1% | $12,824+1334.6% | $11,409+1512.6% |