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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 | $109,185 | $148,582-26.5% | $135,942-19.7% | $139,456-21.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $536 | $5,245-89.8% | $4,858-89.0% | $4,753-88.7% |
| Participant deferral / active EE | $4,178 | $8,101-48.4% | $7,759-46.2% | $6,711-37.8% |
| Admin fee / account holder | $320 | $12,402-97.4% | $10,764-97.0% | $11,407-97.2% |