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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 | $59,483 | $209,847-71.7% | $189,520-68.6% | $167,518-64.5% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 15.75% | 748.45%-732.7pp | 555.25%-539.5pp | 478.71%-463.0pp |
| Employer contribution / active EE | $1,103 | $6,913-84.1% | $6,161-82.1% | $4,838-77.2% |
| Participant deferral / active EE | $3,886 | $8,934-56.5% | $8,220-52.7% | $6,342-38.7% |
| Admin fee / account holder | $601 | $14,295-95.8% | $12,046-95.0% | $12,312-95.1% |