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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 | $63,470 | $70,366-9.8% | $66,674-4.8% | $138,895-54.3% |
| Participation rate | 17.4% | 76.2%-58.8pp | 73.7%-56.3pp | 79.9%-62.5pp |
| Annual return | 17.83% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,236 | $4,374-71.7% | $4,084-69.7% | $6,396-80.7% |
| Admin fee / account holder | $6,453 | $5,262+22.6% | $5,098+26.6% | $12,562-48.6% |