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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 | $201,560 | $209,888-4.0% | $189,545+6.3% | $167,553+20.3% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 14.46% | 748.66%-734.2pp | 555.36%-540.9pp | 478.89%-464.4pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $25,665 | $8,934+187.3% | $8,220+212.2% | $6,343+304.6% |
| Admin fee / account holder | $2,858 | $14,300-80.0% | $12,049-76.3% | $12,316-76.8% |