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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 | $78,898 | $159,978-50.7% | $147,041-46.3% | $145,978-46.0% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 16.00% | 98.36%-82.4pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $810 | $5,288-84.7% | $4,935-83.6% | $4,662-82.6% |
| Participant deferral / active EE | $4,554 | $8,429-46.0% | $8,071-43.6% | $6,690-31.9% |
| Admin fee / account holder | $1,960 | $15,053-87.0% | $13,006-84.9% | $13,400-85.4% |