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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 | $90,013 | $202,342-55.5% | $172,753-47.9% | $152,909-41.1% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 23.96% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $670 | $5,857-88.6% | $5,144-87.0% | $4,764-85.9% |
| Participant deferral / active EE | $3,854 | $5,948-35.2% | $5,198-25.8% | $5,851-34.1% |
| Admin fee / account holder | $2,845 | $17,112-83.4% | $13,956-79.6% | $11,601-75.5% |