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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 | $62,941 | $180,459-65.1% | $154,108-59.2% | $135,380-53.5% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -2.96% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $778 | $6,035-87.1% | $5,298-85.3% | $4,779-83.7% |
| Participant deferral / active EE | $4,469 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $20,549 | $16,145+27.3% | $13,411+53.2% | $10,828+89.8% |