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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 | $101,971 | $65,566+55.5% | $86,235+18.2% | $75,177+35.6% |
| Participation rate | 51.2% | 60.5%-9.2pp | 69.0%-17.7pp | 67.2%-16.0pp |
| Annual return | 16.37% | 46.07%-29.7pp | 1170.03%-1153.7pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,561 | $3,023+17.8% | $3,987-10.7% | $4,126-13.7% |
| Admin fee / account holder | $2,191 | $5,470-59.9% | $6,856-68.0% | $5,651-61.2% |