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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 | $59,291 | $58,927+0.6% | $76,823-22.8% | $72,983-18.8% |
| Participation rate | 50.7% | 67.3%-16.6pp | 72.1%-21.3pp | 69.5%-18.7pp |
| Annual return | 17.51% | 2305.64%-2288.1pp | 1166.42%-1148.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,733 | $2,690+1.6% | $3,336-18.1% | $3,608-24.2% |
| Admin fee / account holder | $837 | $4,013-79.1% | $6,422-87.0% | $5,124-83.7% |