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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 | $140,797 | $232,540-39.5% | $185,117-23.9% | $147,586-4.6% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 16.99% | 43.03%-26.0pp | 40.50%-23.5pp | 578.59%-561.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,579 | $5,834-38.6% | $5,045-29.0% | $5,439-34.2% |
| Admin fee / account holder | $4,799 | $10,275-53.3% | $8,159-41.2% | $10,886-55.9% |