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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 | $44,153 | $198,457-77.8% | $170,435-74.1% | $147,586-70.1% |
| Participation rate | 31.8% | 88.0%-56.1pp | 83.6%-51.8pp | 82.8%-51.0pp |
| Annual return | 31.22% | 257.30%-226.1pp | 205.94%-174.7pp | 578.59%-547.4pp |
| Employer contribution / active EE | $1,001 | $6,183-83.8% | $5,432-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $2,032 | $5,629-63.9% | $4,939-58.9% | $5,439-62.6% |
| Admin fee / account holder | $1,000 | $16,852-94.1% | $13,881-92.8% | $10,886-90.8% |