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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 | $120,171 | $202,342-40.6% | $172,753-30.4% | $152,909-21.4% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 24.48% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,193 | $5,857-79.6% | $5,144-76.8% | $4,764-75.0% |
| Participant deferral / active EE | $2,835 | $5,948-52.3% | $5,198-45.4% | $5,851-51.5% |
| Admin fee / account holder | $674 | $17,112-96.1% | $13,956-95.2% | $11,601-94.2% |