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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 | $84,362 | $88,702-4.9% | $81,780+3.2% | $145,978-42.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.85% | 1029.12%-1019.3pp | 776.27%-766.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $87 | $3,084-97.2% | $2,914-97.0% | $4,662-98.1% |
| Participant deferral / active EE | $5,895 | $4,645+26.9% | $4,321+36.4% | $6,690-11.9% |
| Admin fee / account holder | $11,013 | $8,414+30.9% | $7,384+49.2% | $13,400-17.8% |