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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 | $99,599 | $183,592-45.7% | $155,567-36.0% | $145,959-31.8% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 14.08% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $688 | $5,315-87.0% | $4,674-85.3% | $4,661-85.2% |
| Participant deferral / active EE | $2,769 | $6,464-57.2% | $5,628-50.8% | $6,689-58.6% |
| Admin fee / account holder | $5,187 | $19,318-73.2% | $15,916-67.4% | $13,398-61.3% |