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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 | $92,093 | $53,841+71.0% | $75,731+21.6% | $85,851+7.3% |
| Participation rate | 44.0% | 69.0%-25.0pp | 74.8%-30.8pp | 69.3%-25.3pp |
| Annual return | 12.93% | 24.54%-11.6pp | 104.65%-91.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $305 | $2,017-84.9% | $2,743-88.9% | $2,565-88.1% |
| Participant deferral / active EE | $2,046 | $2,895-29.3% | $3,820-46.4% | $3,952-48.2% |
| Admin fee / account holder | $817 | $3,340-75.5% | $3,620-77.4% | $6,261-86.9% |