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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 | $35,871 | $160,040-77.6% | $147,096-75.6% | $145,877-75.4% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 19.57% | 98.49%-78.9pp | 419.75%-400.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $444 | $5,289-91.6% | $4,936-91.0% | $4,663-90.5% |
| Participant deferral / active EE | $3,195 | $8,429-62.1% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $2,991 | $15,050-80.1% | $13,005-77.0% | $13,402-77.7% |