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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 | $86,065 | $119,143-27.8% | $88,632-2.9% | $152,909-43.7% |
| Participation rate | 53.3% | 73.4%-20.1pp | 68.8%-15.4pp | 82.5%-29.1pp |
| Annual return | 22.17% | 48.12%-25.9pp | 43.75%-21.6pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $872 | $3,555-75.5% | $2,917-70.1% | $5,851-85.1% |
| Admin fee / account holder | $343 | $5,875-94.2% | $4,308-92.0% | $11,601-97.0% |