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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 | $219,795 | $176,688+24.4% | $130,660+68.2% | $152,885+43.8% |
| Participation rate | 58.8% | 79.0%-20.1pp | 71.7%-12.9pp | 82.5%-23.6pp |
| Annual return | 22.27% | 2693.08%-2670.8pp | 1709.29%-1687.0pp | 345.39%-323.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,572 | $4,362+50.7% | $3,603+82.4% | $5,851+12.3% |
| Admin fee / account holder | $3,335 | $7,131-53.2% | $5,463-39.0% | $11,598-71.2% |