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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 | $62,655 | $70,366-11.0% | $66,674-6.0% | $138,895-54.9% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 15.79% | 386.41%-370.6pp | 321.24%-305.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $332 | $2,765-88.0% | $2,620-87.3% | $4,194-92.1% |
| Participant deferral / active EE | $2,657 | $4,374-39.3% | $4,084-34.9% | $6,396-58.5% |
| Admin fee / account holder | $493 | $5,262-90.6% | $5,098-90.3% | $12,562-96.1% |