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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 | $55,203 | $99,011-44.2% | $86,582-36.2% | $147,586-62.6% |
| Participation rate | 65.0% | 76.3%-11.3pp | 73.5%-8.5pp | 82.8%-17.8pp |
| Annual return | 26.82% | 1312.75%-1285.9pp | 965.08%-938.3pp | 578.59%-551.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,911 | $3,972-51.9% | $3,609-47.0% | $5,439-64.9% |
| Admin fee / account holder | $5,941 | $5,709+4.1% | $4,904+21.1% | $10,886-45.4% |