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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 | $57,816 | $198,457-70.9% | $170,435-66.1% | $147,586-60.8% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 16.92% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,218 | $6,183-80.3% | $5,432-77.6% | $4,876-75.0% |
| Participant deferral / active EE | $2,900 | $5,629-48.5% | $4,939-41.3% | $5,439-46.7% |
| Admin fee / account holder | $2,593 | $16,852-84.6% | $13,881-81.3% | $10,886-76.2% |