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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 | $107,249 | $138,076-22.3% | $123,553-13.2% | $135,380-20.8% |
| Participation rate | 38.9% | 84.7%-45.8pp | 82.3%-43.4pp | 82.6%-43.8pp |
| Annual return | -6.29% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $878 | $5,152-83.0% | $4,628-81.0% | $4,779-81.6% |
| Participant deferral / active EE | $3,959 | $6,800-41.8% | $6,426-38.4% | $5,609-29.4% |
| Admin fee / account holder | $374 | $10,917-96.6% | $9,284-96.0% | $10,828-96.5% |