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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 | $163,002 | $202,342-19.4% | $172,753-5.6% | $152,909+6.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.94% | 1029.88%-1006.9pp | 803.00%-780.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $915 | $5,857-84.4% | $5,144-82.2% | $4,764-80.8% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,851+116.5% |
| Admin fee / account holder | $1,562 | $17,112-90.9% | $13,956-88.8% | $11,601-86.5% |