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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 | $133,195 | $209,422-36.4% | $178,503-25.4% | $158,982-16.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 19.58% | 188.81%-169.2pp | 151.12%-131.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $784 | $5,707-86.3% | $5,011-84.4% | $4,763-83.5% |
| Participant deferral / active EE | $2,320 | $5,955-61.0% | $5,202-55.4% | $5,983-61.2% |
| Admin fee / account holder | $2,463 | $17,079-85.6% | $13,987-82.4% | $11,252-78.1% |