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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 | $63,988 | $175,231-63.5% | $149,696-57.3% | $139,466-54.1% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 21.44% | 166.77%-145.3pp | 134.46%-113.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $672 | $5,478-87.7% | $4,821-86.1% | $4,754-85.9% |
| Participant deferral / active EE | $2,765 | $6,521-57.6% | $5,682-51.3% | $6,712-58.8% |
| Admin fee / account holder | $2,543 | $16,155-84.3% | $13,212-80.8% | $11,409-77.7% |