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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 | $125,065 | $175,231-28.6% | $149,696-16.5% | $139,466-10.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.88% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $869 | $5,478-84.1% | $4,821-82.0% | $4,754-81.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,703 | $16,155-83.3% | $13,212-79.5% | $11,409-76.3% |