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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 | $45,481 | $198,461-77.1% | $170,436-73.3% | $147,585-69.2% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.31% | 257.30%-240.0pp | 205.94%-188.6pp | 578.57%-561.3pp |
| Employer contribution / active EE | $737 | $6,184-88.1% | $5,433-86.4% | $4,876-84.9% |
| Participant deferral / active EE | $2,377 | $5,629-57.8% | $4,939-51.9% | $5,439-56.3% |
| Admin fee / account holder | $2,906 | $16,852-82.8% | $13,880-79.1% | $10,885-73.3% |