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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 | $63,725 | $53,837+18.4% | $75,714-15.8% | $85,847-25.8% |
| Participation rate | 25.9% | 69.1%-43.1pp | 74.8%-48.9pp | 69.3%-43.4pp |
| Annual return | 17.41% | 24.54%-7.1pp | 104.62%-87.2pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,578 | $2,895-11.0% | $3,820-32.5% | $3,952-34.8% |
| Admin fee / account holder | $5,730 | $3,339+71.6% | $3,619+58.3% | $6,261-8.5% |