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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 | $166,545 | $217,432-23.4% | $185,849-10.4% | $167,536-0.6% |
| Participation rate | 42.1% | 86.1%-43.9pp | 81.7%-39.6pp | 82.1%-40.0pp |
| Annual return | 14.24% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,931 | $6,357-22.4% | $5,569-11.5% | $6,342-22.2% |
| Admin fee / account holder | $1,544 | $19,818-92.2% | $16,244-90.5% | $12,315-87.5% |