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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 | $46,884 | $174,379-73.1% | $152,093-69.2% | $138,895-66.2% |
| Participation rate | 29.2% | 81.6%-52.5pp | 77.8%-48.6pp | 79.9%-50.8pp |
| Annual return | 204.49% | 74.86%+129.6pp | 66.36%+138.1pp | 145.39%+59.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,663 | $6,159-56.8% | $5,451-51.2% | $6,396-58.4% |
| Admin fee / account holder | $2,587 | $16,880-84.7% | $14,497-82.2% | $12,562-79.4% |