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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 | $59,777 | $180,459-66.9% | $154,108-61.2% | $135,380-55.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.73% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $806 | $6,035-86.6% | $5,298-84.8% | $4,779-83.1% |
| Participant deferral / active EE | $3,093 | $5,806-46.7% | $5,081-39.1% | $5,609-44.9% |
| Admin fee / account holder | $2,175 | $16,145-86.5% | $13,411-83.8% | $10,828-79.9% |