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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 | $128,527 | $148,623-13.5% | $135,974-5.5% | $139,466-7.8% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 13.14% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $411 | $5,246-92.2% | $4,859-91.5% | $4,754-91.4% |
| Participant deferral / active EE | $2,677 | $8,103-67.0% | $7,760-65.5% | $6,712-60.1% |
| Admin fee / account holder | $2,148 | $12,406-82.7% | $10,767-80.1% | $11,409-81.2% |