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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 | $111,529 | $234,190-52.4% | $180,320-38.1% | $198,609-43.8% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.5%-11.5pp | 82.4%-22.4pp |
| Annual return | 9.87% | 1057.44%-1047.6pp | 778.54%-768.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,032 | $4,988+20.9% | $4,304+40.1% | $6,977-13.5% |
| Admin fee / account holder | $14,741 | $12,558+17.4% | $10,000+47.4% | $19,030-22.5% |