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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 | $128,074 | $183,592-30.2% | $155,567-17.7% | $145,959-12.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 20.56% | 61.24%-40.7pp | 64.74%-44.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $979 | $5,315-81.6% | $4,674-79.1% | $4,661-79.0% |
| Participant deferral / active EE | $7,266 | $6,464+12.4% | $5,628+29.1% | $6,689+8.6% |
| Admin fee / account holder | $1,110 | $19,318-94.3% | $15,916-93.0% | $13,398-91.7% |