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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 | $88,025 | $202,345-56.5% | $172,755-49.0% | $152,885-42.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 18.72% | 1029.77%-1011.1pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $658 | $5,858-88.8% | $5,144-87.2% | $4,763-86.2% |
| Participant deferral / active EE | $2,247 | $5,948-62.2% | $5,198-56.8% | $5,851-61.6% |
| Admin fee / account holder | $650 | $17,111-96.2% | $13,955-95.3% | $11,598-94.4% |