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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 | $68,500 | $107,363-36.2% | $92,909-26.3% | $152,897-55.2% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.5%-29.1pp |
| Annual return | 31.09% | 145.63%-114.5pp | 109.44%-78.4pp | 345.43%-314.3pp |
| Employer contribution / active EE | $287 | $4,222-93.2% | $3,653-92.1% | $4,764-94.0% |
| Participant deferral / active EE | $2,649 | $4,848-45.4% | $4,238-37.5% | $5,851-54.7% |
| Admin fee / account holder | $804 | $7,082-88.7% | $5,795-86.1% | $11,599-93.1% |