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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 | $29,380 | $138,078-78.7% | $125,363-76.6% | $134,509-78.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.74% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $884 | $5,245-83.1% | $4,815-81.6% | $4,741-81.3% |
| Participant deferral / active EE | $5,332 | $7,800-31.6% | $7,447-28.4% | $6,400-16.7% |
| Admin fee / account holder | $1,004 | $11,566-91.3% | $10,005-90.0% | $11,427-91.2% |