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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 | $142,077 | $165,399-14.1% | $149,745-5.1% | $158,982-10.6% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 13.40% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $464 | $5,105-90.9% | $4,646-90.0% | $4,763-90.3% |
| Participant deferral / active EE | $3,929 | $7,183-45.3% | $6,843-42.6% | $5,983-34.3% |
| Admin fee / account holder | $339 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |