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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 | $207,220 | $109,872+88.6% | $98,483+110.4% | $167,536+23.7% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 18.07% | 1959.31%-1941.2pp | 1494.38%-1476.3pp | 478.82%-460.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,207 | $4,673+11.4% | $4,276+21.8% | $6,342-17.9% |
| Admin fee / account holder | $1,976 | $6,757-70.8% | $5,953-66.8% | $12,315-84.0% |