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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 | $45,905 | $160,040-71.3% | $147,096-68.8% | $145,877-68.5% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 9.79% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $852 | $5,289-83.9% | $4,936-82.7% | $4,663-81.7% |
| Participant deferral / active EE | $4,351 | $8,429-48.4% | $8,071-46.1% | $6,691-35.0% |
| Admin fee / account holder | $636 | $15,050-95.8% | $13,005-95.1% | $13,402-95.3% |