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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 | $209,407 | $202,345+3.5% | $172,755+21.2% | $152,885+37.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 29.29% | 1029.77%-1000.5pp | 802.94%-773.7pp | 345.39%-316.1pp |
| Employer contribution / active EE | $1,094 | $5,858-81.3% | $5,144-78.7% | $4,763-77.0% |
| Participant deferral / active EE | $7,774 | $5,948+30.7% | $5,198+49.6% | $5,851+32.9% |
| Admin fee / account holder | $1,879 | $17,111-89.0% | $13,955-86.5% | $11,598-83.8% |