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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 | $96,722 | $144,130-32.9% | $117,861-17.9% | $147,586-34.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 12.86% | 531.20%-518.3pp | 335.11%-322.2pp | 578.59%-565.7pp |
| Employer contribution / active EE | $313 | $4,897-93.6% | $3,786-91.7% | $4,876-93.6% |
| Participant deferral / active EE | $2,362 | $5,316-55.6% | $4,482-47.3% | $5,439-56.6% |
| Admin fee / account holder | $10,695 | $10,887-1.8% | $8,021+33.3% | $10,886-1.8% |