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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 | $139,035 | $102,696+35.4% | $86,235+61.2% | $139,487-0.3% |
| Participation rate | 8.3% | 74.5%-66.2pp | 69.0%-60.6pp | 80.3%-72.0pp |
| Annual return | 12.56% | 1925.91%-1913.3pp | 1170.03%-1157.5pp | 373.84%-361.3pp |
| Employer contribution / active EE | $382 | $3,034-87.4% | $2,381-84.0% | $4,755-92.0% |
| Participant deferral / active EE | $1,307 | $4,679-72.1% | $3,987-67.2% | $6,713-80.5% |
| Admin fee / account holder | $2,281 | $8,667-73.7% | $6,856-66.7% | $11,407-80.0% |