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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 | $112,365 | $124,346-9.6% | $111,306+1.0% | $167,553-32.9% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 14.62% | 37.46%-22.8pp | 54.67%-40.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | -$0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,352 | $5,182-54.6% | $4,488-47.6% | $6,343-62.9% |
| Admin fee / account holder | $6,134 | $10,623-42.3% | $7,966-23.0% | $12,316-50.2% |