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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 | $170,968 | $209,425-18.4% | $178,499-4.2% | $158,966+7.5% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 9.59% | 188.80%-179.2pp | 151.10%-141.5pp | 302.95%-293.4pp |
| Employer contribution / active EE | $839 | $5,707-85.3% | $5,011-83.3% | $4,762-82.4% |
| Participant deferral / active EE | $3,904 | $5,955-34.4% | $5,202-24.9% | $5,983-34.7% |
| Admin fee / account holder | $66,580 | $17,078+289.9% | $13,986+376.0% | $11,250+491.8% |