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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 | $92,724 | $56,200+65.0% | $67,653+37.1% | $59,633+55.5% |
| Participation rate | 52.8% | 71.5%-18.7pp | 75.7%-22.9pp | 68.7%-15.9pp |
| Annual return | -1.85% | 18506.71%-18508.6pp | 6625.22%-6627.1pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,865 | $2,843+0.8% | $3,560-19.5% | $3,192-10.2% |
| Admin fee / account holder | $5,067 | $3,959+28.0% | $4,821+5.1% | $4,297+17.9% |