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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 | $133,095 | $184,000-27.7% | $162,185-17.9% | $152,909-13.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 27.53% | 150.80%-123.3pp | 115.61%-88.1pp | 345.46%-317.9pp |
| Employer contribution / active EE | $1,047 | $6,370-83.6% | $5,613-81.3% | $4,764-78.0% |
| Participant deferral / active EE | $11,190 | $8,033+39.3% | $7,297+53.4% | $5,851+91.2% |
| Admin fee / account holder | $718 | $13,124-94.5% | $10,844-93.4% | $11,601-93.8% |