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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 | $141,924 | $160,070-11.3% | $147,117-3.5% | $145,897-2.7% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 10.26% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $985 | $5,285-81.4% | $4,932-80.0% | $4,663-78.9% |
| Participant deferral / active EE | $3,133 | $8,419-62.8% | $8,065-61.2% | $6,689-53.2% |
| Admin fee / account holder | $2,984 | $15,035-80.2% | $12,993-77.0% | $13,390-77.7% |