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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 | $70,565 | $144,130-51.0% | $117,861-40.1% | $147,586-52.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 13.39% | 531.20%-517.8pp | 335.11%-321.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $660 | $4,897-86.5% | $3,786-82.6% | $4,876-86.5% |
| Participant deferral / active EE | $4,200 | $5,316-21.0% | $4,482-6.3% | $5,439-22.8% |
| Admin fee / account holder | $488 | $10,887-95.5% | $8,021-93.9% | $10,886-95.5% |