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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 | $55,215 | $160,059-65.5% | $140,019-60.6% | $135,382-59.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $910 | $6,420-85.8% | $5,605-83.8% | $4,779-81.0% |
| Participant deferral / active EE | $5,536 | $7,641-27.6% | $6,927-20.1% | $5,609-1.3% |
| Admin fee / account holder | $592 | $13,328-95.6% | $10,705-94.5% | $10,829-94.5% |