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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 | $76,487 | $198,461-61.5% | $170,436-55.1% | $147,585-48.2% |
| Participation rate | 45.0% | 88.0%-43.0pp | 83.6%-38.6pp | 82.8%-37.8pp |
| Annual return | 16.26% | 257.30%-241.0pp | 205.94%-189.7pp | 578.57%-562.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,324 | $5,629-40.9% | $4,939-32.7% | $5,439-38.9% |
| Admin fee / account holder | $2,147 | $16,852-87.3% | $13,880-84.5% | $10,885-80.3% |