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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 | $65,278 | $55,453+17.7% | $170,435-61.7% | $62,293+4.8% |
| Participation rate | 18.0% | 66.4%-48.4pp | 83.6%-65.6pp | 69.5%-51.5pp |
| Annual return | 17.53% | 21.38%-3.8pp | 205.94%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $91 | $2,164-95.8% | $5,432-98.3% | $2,042-95.6% |
| Participant deferral / active EE | $992 | $2,303-56.9% | $4,939-79.9% | $3,169-68.7% |
| Admin fee / account holder | $6,974 | $455+1432.6% | $13,881-49.8% | $479+1354.9% |