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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 | $73,505 | $138,102-46.8% | $125,381-41.4% | $134,532-45.4% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -14.16% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,567 | $7,801-54.3% | $7,448-52.1% | $6,401-44.3% |
| Admin fee / account holder | $3,199 | $11,568-72.3% | $10,007-68.0% | $11,429-72.0% |