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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 | $111,532 | $166,242-32.9% | $165,071-32.4% | $145,884-23.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 11.59% | 100.44%-88.9pp | 70.17%-58.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $837 | $5,283-84.2% | $4,347-80.7% | $4,662-82.0% |
| Participant deferral / active EE | $3,908 | $6,964-43.9% | $6,035-35.3% | $6,690-41.6% |
| Admin fee / account holder | $5,277 | $16,658-68.3% | $12,695-58.4% | $13,392-60.6% |