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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 | $130,527 | $209,422-37.7% | $178,503-26.9% | $158,982-17.9% |
| Participation rate | 47.4% | 86.4%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 13.25% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.7pp |
| Employer contribution / active EE | $936 | $5,707-83.6% | $5,011-81.3% | $4,763-80.4% |
| Participant deferral / active EE | $3,767 | $5,955-36.7% | $5,202-27.6% | $5,983-37.0% |
| Admin fee / account holder | $817 | $17,079-95.2% | $13,987-94.2% | $11,252-92.7% |