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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 | $33,408 | $88,815-62.4% | $81,882-59.2% | $145,897-77.1% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 20.21% | 1033.75%-1013.5pp | 779.47%-759.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,550 | $4,647+40.9% | $4,323+51.5% | $6,689-2.1% |
| Admin fee / account holder | $4,952 | $8,434-41.3% | $7,360-32.7% | $13,390-63.0% |