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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 | $105,543 | $72,403+45.8% | $67,524+56.3% | $145,978-27.7% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 18.65% | 7197.23%-7178.6pp | 3519.41%-3500.8pp | 550.52%-531.9pp |
| Employer contribution / active EE | $10 | $3,072-99.7% | $2,734-99.6% | $4,662-99.8% |
| Participant deferral / active EE | $2,782 | $4,782-41.8% | $4,001-30.5% | $6,690-58.4% |
| Admin fee / account holder | $4,030 | $5,541-27.3% | $4,001+0.7% | $13,400-69.9% |