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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 | $161,422 | $198,457-18.7% | $170,435-5.3% | $147,586+9.4% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 10.12% | 257.30%-247.2pp | 205.94%-195.8pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,063 | $6,183-82.8% | $5,432-80.4% | $4,876-78.2% |
| Participant deferral / active EE | $6,039 | $5,629+7.3% | $4,939+22.3% | $5,439+11.0% |
| Admin fee / account holder | $25,844 | $16,852+53.4% | $13,881+86.2% | $10,886+137.4% |