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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 | $185,625 | $150,446+23.4% | $136,297+36.2% | $147,585+25.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.36% | 1049.14%-1030.8pp | 5156.19%-5137.8pp | 578.58%-560.2pp |
| Employer contribution / active EE | $457 | $5,256-91.3% | $4,696-90.3% | $4,876-90.6% |
| Participant deferral / active EE | $6,032 | $6,631-9.0% | $6,247-3.4% | $5,439+10.9% |
| Admin fee / account holder | $2,760 | $10,906-74.7% | $9,244-70.1% | $10,886-74.6% |