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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 | $72,210 | $171,492-57.9% | $150,734-52.1% | $198,609-63.6% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 14.63% | 804.70%-790.1pp | 600.81%-586.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,674 | $6,259+22.6% | $5,610+36.8% | $6,977+10.0% |
| Admin fee / account holder | $3,585 | $17,628-79.7% | $14,905-75.9% | $19,030-81.2% |