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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 | $40,708 | $175,231-76.8% | $149,696-72.8% | $139,466-70.8% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 61.49% | 166.77%-105.3pp | 134.46%-73.0pp | 373.66%-312.2pp |
| Employer contribution / active EE | $763 | $5,478-86.1% | $4,821-84.2% | $4,754-83.9% |
| Participant deferral / active EE | $2,275 | $6,521-65.1% | $5,682-60.0% | $6,712-66.1% |
| Admin fee / account holder | $386 | $16,155-97.6% | $13,212-97.1% | $11,409-96.6% |