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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 | $126,887 | $184,000-31.0% | $162,185-21.8% | $152,909-17.0% |
| Participation rate | 46.7% | 88.5%-41.8pp | 87.6%-40.9pp | 82.5%-35.8pp |
| Annual return | 22.99% | 150.80%-127.8pp | 115.61%-92.6pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,070 | $6,370-83.2% | $5,613-80.9% | $4,764-77.5% |
| Participant deferral / active EE | $3,125 | $8,033-61.1% | $7,297-57.2% | $5,851-46.6% |
| Admin fee / account holder | $586 | $13,124-95.5% | $10,844-94.6% | $11,601-94.9% |