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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 | $35,259 | $226,105-84.4% | $182,540-80.7% | $152,897-76.9% |
| Participation rate | 54.2% | 82.5%-28.3pp | 78.0%-23.8pp | 82.5%-28.3pp |
| Annual return | 26.49% | 192.58%-166.1pp | 148.58%-122.1pp | 345.43%-318.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,412 | $6,370-30.7% | $5,525-20.1% | $5,851-24.6% |
| Admin fee / account holder | $1,447 | $10,706-86.5% | $8,593-83.2% | $11,599-87.5% |