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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 | $103,528 | $160,028-35.3% | $147,080-29.6% | $145,884-29.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.65% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $979 | $5,286-81.5% | $4,933-80.2% | $4,662-79.0% |
| Participant deferral / active EE | $2,974 | $8,422-64.7% | $8,066-63.1% | $6,690-55.5% |
| Admin fee / account holder | $6,969 | $15,030-53.6% | $12,989-46.3% | $13,392-48.0% |