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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 | $50,078 | $198,457-74.8% | $170,435-70.6% | $147,586-66.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 18.99% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $991 | $6,183-84.0% | $5,432-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $2,210 | $5,629-60.8% | $4,939-55.3% | $5,439-59.4% |
| Admin fee / account holder | $732 | $16,852-95.7% | $13,881-94.7% | $10,886-93.3% |