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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 | $126,633 | $72,071+75.7% | $68,368+85.2% | $137,256-7.7% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 13.41% | 353.14%-339.7pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,748 | $4,410+53.0% | $4,123+63.7% | $6,407+5.3% |
| Admin fee / account holder | $996 | $5,336-81.3% | $5,150-80.7% | $12,270-91.9% |