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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 | $62,217 | $60,128+3.5% | $90,440-31.2% | $79,852-22.1% |
| Participation rate | 55.2% | 65.0%-9.8pp | 72.7%-17.5pp | 69.6%-14.5pp |
| Annual return | 12.43% | 71.95%-59.5pp | 1294.38%-1282.0pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,440 | $2,939-17.0% | $3,964-38.4% | $3,740-34.8% |
| Admin fee / account holder | $17,764 | $3,977+346.6% | $5,615+216.4% | $5,306+234.8% |