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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 | $29,391 | $165,381-82.2% | $149,730-80.4% | $158,966-81.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 55.89% | 348.29%-292.4pp | 276.70%-220.8pp | 302.95%-247.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,536 | $7,182+4.9% | $6,843+10.1% | $5,983+26.0% |
| Admin fee / account holder | $10,330 | $10,809-4.4% | $9,310+10.9% | $11,250-8.2% |