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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 | $36,607 | $173,340-78.9% | $136,007-73.1% | $145,959-74.9% |
| Participation rate | 33.3% | 80.5%-47.1pp | 76.5%-43.1pp | 80.3%-47.0pp |
| Annual return | 13.67% | 1163.32%-1149.6pp | 579.32%-565.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $868 | $5,275-83.5% | $4,215-79.4% | $4,661-81.4% |
| Participant deferral / active EE | $2,661 | $8,699-69.4% | $7,024-62.1% | $6,689-60.2% |
| Admin fee / account holder | $1,696 | $9,954-83.0% | $6,858-75.3% | $13,398-87.3% |