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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 | $125,027 | $196,972-36.5% | $182,262-31.4% | $198,609-37.0% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 15.57% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,049 | $5,364-80.4% | $5,046-79.2% | $5,055-79.3% |
| Participant deferral / active EE | $5,857 | $8,643-32.2% | $8,276-29.2% | $6,977-16.1% |
| Admin fee / account holder | $2,977 | $18,429-83.8% | $16,712-82.2% | $19,030-84.4% |