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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 | $35,891 | $160,028-77.6% | $147,080-75.6% | $145,884-75.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 166.84% | 98.60%+68.2pp | 420.17%-253.3pp | 551.85%-385.0pp |
| Employer contribution / active EE | $599 | $5,286-88.7% | $4,933-87.9% | $4,662-87.2% |
| Participant deferral / active EE | $3,814 | $8,422-54.7% | $8,066-52.7% | $6,690-43.0% |
| Admin fee / account holder | $395 | $15,030-97.4% | $12,989-97.0% | $13,392-97.0% |