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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 | $110,962 | $211,224-47.5% | $178,505-37.8% | $145,897-23.9% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 13.09% | 30.28%-17.2pp | 27.16%-14.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $266 | $4,577-94.2% | $3,955-93.3% | $4,663-94.3% |
| Participant deferral / active EE | $4,357 | $6,966-37.4% | $6,280-30.6% | $6,689-34.9% |
| Admin fee / account holder | $435 | $12,109-96.4% | $10,428-95.8% | $13,390-96.8% |