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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 | $151,415 | $144,130+5.1% | $117,861+28.5% | $147,586+2.6% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 9.28% | 531.20%-521.9pp | 335.11%-325.8pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,705 | $5,316-49.1% | $4,482-39.6% | $5,439-50.3% |
| Admin fee / account holder | $765 | $10,887-93.0% | $8,021-90.5% | $10,886-93.0% |