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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 | $66,451 | $148,582-55.3% | $135,942-51.1% | $139,456-52.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 12.89% | 79.26%-66.4pp | 68.28%-55.4pp | 373.45%-360.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,743 | $8,101-53.8% | $7,759-51.8% | $6,711-44.2% |
| Admin fee / account holder | $53,162 | $12,402+328.6% | $10,764+393.9% | $11,407+366.0% |