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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 | $161,290 | $209,425-23.0% | $178,499-9.6% | $158,966+1.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.21% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $1,129 | $5,707-80.2% | $5,011-77.5% | $4,762-76.3% |
| Participant deferral / active EE | $7,329 | $5,955+23.1% | $5,202+40.9% | $5,983+22.5% |
| Admin fee / account holder | $673 | $17,078-96.1% | $13,986-95.2% | $11,250-94.0% |