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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 | $117,680 | $202,342-41.8% | $172,752-31.9% | $152,897-23.0% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 22.74% | 1029.83%-1007.1pp | 802.97%-780.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,093 | $5,858-81.3% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $6,856 | $5,948+15.3% | $5,198+31.9% | $5,851+17.2% |
| Admin fee / account holder | $610 | $17,111-96.4% | $13,955-95.6% | $11,599-94.7% |