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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 | $238,131 | $111,535+113.5% | $105,223+126.3% | $137,256+73.5% |
| Participation rate | 4.8% | 78.1%-73.3pp | 75.0%-70.3pp | 80.0%-75.2pp |
| Annual return | 14.44% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $109 | $3,939-97.2% | $3,689-97.0% | $4,156-97.4% |
| Participant deferral / active EE | $1,476 | $5,500-73.2% | $5,072-70.9% | $6,407-77.0% |
| Admin fee / account holder | $859 | $9,721-91.2% | $8,859-90.3% | $12,270-93.0% |