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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 | $102,885 | $125,190-17.8% | $105,624-2.6% | $145,897-29.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 39.61% | 225.22%-185.6pp | 116.20%-76.6pp | 552.29%-512.7pp |
| Employer contribution / active EE | $361 | $3,720-90.3% | $3,168-88.6% | $4,663-92.3% |
| Participant deferral / active EE | $13,700 | $5,716+139.7% | $5,013+173.3% | $6,689+104.8% |
| Admin fee / account holder | $31,216 | $17,138+82.1% | $10,961+184.8% | $13,390+133.1% |