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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 | $88,271 | $118,875-25.7% | $96,572-8.6% | $167,553-47.3% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 10.31% | 50.50%-40.2pp | 37.79%-27.5pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,261 | $4,617-29.4% | $3,850-15.3% | $6,343-48.6% |
| Admin fee / account holder | $3,895 | $8,070-51.7% | $6,183-37.0% | $12,316-68.4% |