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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $562,390 | $166,131+238.5% | $164,975+240.9% | $145,877+285.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.03% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,011 | $5,276-80.8% | $4,343-76.7% | $4,663-78.3% |
| Participant deferral / active EE | $13,923 | $6,962+100.0% | $6,033+130.8% | $6,691+108.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |