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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 | $58,991 | $209,874-71.9% | $189,537-68.9% | $167,536-64.8% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 11.74% | 748.61%-736.9pp | 555.34%-543.6pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,499 | $6,913-78.3% | $6,161-75.7% | $4,839-69.0% |
| Participant deferral / active EE | $5,381 | $8,934-39.8% | $8,220-34.5% | $6,342-15.2% |
| Admin fee / account holder | $3,798 | $14,299-73.4% | $12,048-68.5% | $12,315-69.2% |