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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,026 | $166,268+81.7% | $165,100+82.9% | $145,897+107.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.18% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,121 | $5,284-78.8% | $4,348-74.2% | $4,663-76.0% |
| Participant deferral / active EE | $7,404 | $6,964+6.3% | $6,035+22.7% | $6,689+10.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |