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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 | $81,626 | $111,830-27.0% | $93,696-12.9% | $145,884-44.0% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 13.49% | 204.08%-190.6pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,442 | $4,920-70.7% | $4,417-67.4% | $6,690-78.4% |
| Admin fee / account holder | $750 | $10,249-92.7% | $8,287-90.9% | $13,392-94.4% |