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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 | $95,426 | $60,128+58.7% | $90,440+5.5% | $79,852+19.5% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.1pp |
| Annual return | 16.24% | 71.95%-55.7pp | 1294.38%-1278.1pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,560 | $2,939-12.9% | $3,964-35.4% | $3,740-31.6% |
| Admin fee / account holder | $9,905 | $3,977+149.0% | $5,615+76.4% | $5,306+86.7% |