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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 | $52,286 | $198,462-73.7% | $170,439-69.3% | $147,585-64.6% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 21.92% | 257.30%-235.4pp | 205.94%-184.0pp | 578.58%-556.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,519 | $5,629-37.5% | $4,939-28.7% | $5,439-35.3% |
| Admin fee / account holder | $5,688 | $16,852-66.3% | $13,881-59.0% | $10,886-47.8% |